- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
- Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
- Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
- Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
- Must have the ability to successfully network and prospect for new clients
- Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
- Strong relationship management skills and/or experience required
- A promise to work with you to build a strong financial future for both you and your clients
- #67 on Fortune 100 in 2020
- Most MDRT members in any United States Mutual Company 2020
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 7/30/20
-
Financial Advisor
1 week ago
Northwestern Mutual St Cloud, United StatesFinancial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. · Sounds exciting and scary all at the s ...
-
Financial Advisor
1 week ago
New York Life St Cloud, United StatesOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility ...
-
Financial Advisor
1 week ago
New York Life - Central Florida Saint Cloud, United StatesJob Description · Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounde ...
-
Associate Financial Advisor
3 weeks ago
Cetera Financial Group Saint Cloud, United StatesAt Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They recognize the immense potential for growth and achievement that lies within our organization, and they strive to exceed ...
-
Associate Financial Advisor
2 weeks ago
Cetera Financial Group St Cloud, United StatesJob Description · At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They recognize the immense potential for growth and achievement that lies within our organization, and the ...
-
Associate Financial Advisor
3 weeks ago
Cetera Financial Group St Cloud, United StatesJob Description · At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They recognize the immense potential for growth and achievement that lies within our organization, and the ...
-
Financial advisor for general financial planning
2 weeks ago
beBee Handyman Fairhaven, MN, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Fairhaven, MN:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Senior level / management · What is ...
-
BlueWave Ventures Kraemer, United StatesThis is the work environment: · Following the motto "Those who audit digitally, audit more economically," we support our clients through our software solutions and consulting and training services. Our focus is on conveying the benefits of software, quality management, and proce ...
-
Client Services Coordinator
2 weeks ago
Dahl Consulting St Cloud, United StatesTitle: Client Services Coordinator · Salary: $45k-$75k DOE & licensing · Location: St. Cloud, MN · What you will do as the Client Services Manager: · Coordinate advisor workflow and receive advisor work requests · Review the appointment schedule with an advisor and gather or prep ...
-
Financial Planner
1 week ago
Northwestern Mutual St Cloud, United StatesDo you have a BIG WHY and VISION for you life? · Have you always wanted to be a business owner but didn't know how/where to start? · Do you feel stuck in your current role but want more out of your career? · Do you want more control over your calendar so you can focus on your fam ...
-
Client Services Coordinator
2 weeks ago
Dahl Consulting St. Cloud, United StatesTitle: Client Services Manager · Salary: $45k-$75k DOE & licensing · Location: St. Cloud, MN · What you will do as the Client Services Manager: · Coordinate advisor workflow and receive advisor work requests · Review the appointment schedule with an advisor and gather or prepare ...
-
Financial Professional
1 week ago
Prudential Financial St Cloud, United StatesExplore a career as a FINANCIAL PROFESSIONAL Take your career to the next level at Prudential Advisors - change your life by helping others change theirs. · We have an opening for a highly motivated analytical individual to join our Minnesota firm. In general, the entrepreneurial ...
-
Client Associate/Registered Client Associate
2 weeks ago
Royal Bank of Canada Saint Cloud, United StatesJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
-
Client Associate/Registered Client Associate
1 week ago
Royal Bank of Canada Saint Cloud, United StatesJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
-
Senior Manager, In-House Advisor Team
3 weeks ago
Cetera Financial Group St Cloud, United StatesSales Management/ Measurement: Hire, train, motivate and retain licensed/non-licensed employees for designated branches and track all sales and productivity of financial advisors and licensed banker employees to achieve maximum sales and revenue goal Manager, Advisor, Financial A ...
-
Client Services Manager
4 weeks ago
Dahl Consulting St. Cloud, United StatesTitle: Client Services Manager · Salary: $45k-$75k DOE & licensicng · Location: St. Cloud, MN · What you will do as the Client Services Manager: · Coordinate advisor workflow and receive advisor work requests · Review the appointment schedule with an advisor and gather or prepare ...
-
Senior Manager, In-House Advisor Team
3 days ago
Cetera Financial Group St Cloud, United StatesJob Description · At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. We are currently seeking to add to add a Senior Manager to our Advisor team. The Sales Supervisor is respo ...
-
Senior Manager, In-House Advisor Team
2 weeks ago
Cetera Financial Group St Cloud, United StatesJob Description · At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. We are currently seeking to add to add a Senior Manager to our Advisor team. The Sales Supervisor is respo ...
-
Senior Manager, In-House Advisor Team
2 weeks ago
Cetera Financial Group St Cloud, United StatesJob Description · At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. We are currently seeking to add to add a Senior Manager to our Advisor team. The Sales Supervisor is respo ...
-
Client Services Representative
2 weeks ago
Cetera Financial Group St Cloud, United StatesJob DescriptionAt Cetera, we look at continuous process improvement with the goal of making things more efficient and providing a better experience for our advisors/client and demonstrating a mindset of owning and seeing issues through to completion/resolution. We are currently s ...
Financial Advisor - Saint Cloud, United States - New York Life - Central Florida
Description
Job Description
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)1. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world2. New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see
Compensation:$75,000 - $125,000 yearly
Responsibilities:Our Mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.
We have over 175 years of industry success. Some of our accolades include:
