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    Financial Services Professional - Orlando, United States - New York Life -Orlando

    New York Life -Orlando
    New York Life -Orlando Orlando, United States

    2 weeks ago

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    Description
    Job Description

    Job Description


    Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking an entrepreneurial, 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:
    $90,000 - $120,000 yearly

    Responsibilities:
    Serve as a collaborative team player willing to further development through continued training opportunities
    Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
    Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
    Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
    Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management

    Customize strategies based on the client's goals and needs
    Helping families set their children for success with college funding


    Qualifications:
    Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
    A required Bachelor's degree in business administration, finance, or similarly related field
    Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
    Valid FINRA Series 7 & 63/66 preferred but not required
    Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

    Must be computer and system savvy for everyday usage

    About Company
    About New York Life

    We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list.

    New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies:
    Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).
    • For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

    Some benefits Include:
    Health/Vision/Dental
    401K Matching/Pension
    Paid Time Off
    Outstanding Company Culture
    Training/Education
    Flexibility
    Work/Life Balance
    Hybrid Work Culture

    #J-18808-Ljbffr
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