Licensed Financial Advisor
10 days ago
Melville
Job Description We are seeking an experienced financial advisor to assist 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. With competitive compensation, flexible work arrangements, and a supportive team environment, New York Life offers a dynamic and fulfilling career path. Apply now! Compensation: $100,000 - $150,000 at plan commission Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Customize financial plans for each client based on potential life changes and changing financial needs, • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenQualifications:, • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • A Bachelor’s degree in business administration, finance, or a related field is required, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is neededAbout Company We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.