- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
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TotalMed Minot, United StatesWe are seeking a Technician Cardiovascular Operating Room for a travel assignment in Minot North Dakota. At TotalMed, our aim is to be the last company you ever work with. We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retir ...
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Credit Review Associate
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Accelerated Path To Management Program
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Financial Services - Minot, United States - New York Life - North Dakota
1 month ago
Description
Job Description
Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today
Compensation:$75,000 at plan yearly
Responsibilities:When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
