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    Financial Advisor - Bethesda, United States - New York Life - Bethesda, MD

    New York Life - Bethesda, MD
    New York Life - Bethesda, MD Bethesda, United States

    6 days ago

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    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 todayCompensation:

    $60,000 - $100,000+

    Responsibilities:
    • 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
    • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
    • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
    • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
    • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
    Qualifications:
    • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
    • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
    • Requires a Bachelor's degree in business administration, finance, or other related field
    • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
    • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
    • Experienced Licensed Financial Advisors and or Managers
    About Company

    About New York Life:

    New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

    Awards & Accolades:

    We're proud of our financial strength


    • A++ Superior (A.M. Best)


    • AAA Exceptionally Strong (Fitch)


    • Aaa Exceptional (Moody's)


    • AA+ Very Strong (Standard & Poor's)

    We're proud of the training we offer


    • Training Magazine's APEX Award for 2022

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