- 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
- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Serve as a collaborative team player willing to further development through continued training opportunities
- Customize strategies based on the client's goals and needs
- Helping families set their children for success with college funding
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- A required Bachelor's degree in business administration, finance, or similarly related field
- 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
- Health/Vision/Dental
- 401K Matching/Pension
- Paid Time Off
- Outstanding Company Culture
- Training/Education
- Flexibility
- Work/Life Balance
- Hybrid Work Culture
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Financial Planner - Orlando, United States - New York Life -Orlando
Description
Job Description
Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process todayCompensation:$90,000 - $120,000 yearly
Responsibilities: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:
