Financial Services Professional
16 days ago
Kansas City
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 today!Compensation: $60,000 - $120,000 yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Highly self-motivated and self-disciplined with the ability to work effectively and independently, • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others, • Fearless, positive attitude, and willingness to be accountable for results, • Organized, detail-oriented, and excellent time-management skills, • The desire for continuous learning, • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise mannerAbout Company A Legacy of Stability & Trust: Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69. Unwavering Financial Strength: New York Life has received the highest possible financial strength ratings from all major credit agencies: • A.M. Best: A++, • Fitch Ratings: AAA, • Moody’s: Aaa (or Aa1 in some recent updates)