- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- 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
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- While pre-licensing for life/health insurance and valid FINRA Series 6/7 & 63 are not required, candidates must possess a desire to obtain company-sponsored life and health licenses prior to employment along with the commitment to reach FINRA SIE, Series 6/7 and 63 licenses within the first 12 months of employment
- Candidates with 8-10 years of professional experience are encouraged to apply. This includes all industries but especially those where superior knowledge of client account relationships, high-touch customer service, and integrated marketing sales expertise are part of the candidate's professional portfolio
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Requires a Bachelor's degree in business administration, finance, or other related field
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Financial Professional - Charlotte, United States - New York Life Charlotte
Description
Financial Professional for Career Changers
Do 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.
Responsibilities
Qualifications
