Associate Financial Planner
4 days ago
Melville
Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation: $100,000 OTE Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Design customized financial plans suitable for each client based on potential life changes and changing financial needsQualifications:, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desiredAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."