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- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- 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
- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Valid FINRA Series 7 & 63/66 preferred but not required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Requires a Bachelor's degree in business administration, finance, or other related field
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Associate Financial Advisor - Allentown, United States - NYL - Allentown
Description
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks.
The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals.
Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply todayResponsibilities
Qualifications