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- 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
- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
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Entry-Level Financial Services Representative - McHenry, United States - New York Life - Todd Couture
2 weeks ago
Description
Job Description
Job DescriptionDo 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. If you have great communication skills and an eye for detail, apply today
Compensation:$81,500+ at plan yearly
Responsibilities:New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States, and is ranked #71 on the 2019 Fortune 500 list of the largest United States corporations by total revenue.
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. Everything we do has one overriding purpose: to be there when our policy owners need us.
