NYL - Nassau GO
Overview
We 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! Responsibilities
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Design customized financial plans suitable for each client based on potential life changes and changing financial needs Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary 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 essential Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred A Bachelor’s degree in business administration, finance, or a related field is required Compensation
$150,000 per year
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We 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! Responsibilities
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Design customized financial plans suitable for each client based on potential life changes and changing financial needs Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary 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 essential Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred A Bachelor’s degree in business administration, finance, or a related field is required Compensation
$150,000 per year
#J-18808-Ljbffr