- Customize strategies based on the client's goals and needs
- Helping families set their children for success with college funding
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Serve as a collaborative team player willing to further development through continued training opportunities
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Must be computer and system savvy for everyday usage
- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Valid FINRA Series 7 & 63/66 preferred but not required
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
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Financial Services Professional - Orlando, United States - New York Life -Orlando
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Description
We are seeking an eager, strategic, and definitive financial professional to fill an entry-level position that offers room for growth and a promising job outlook.
Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.
If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process todayResponsibilities