Financial Planner
hace 11 días
Melville
Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenQualifications:, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Bachelor’s degree in business administration, finance, or related field is required, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialAbout 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."