WizeHire, Inc
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
If you have great communication skills and an eye for detail, apply today!
Responsibilities
Embrace the role of a structured yet coachable team player open to continued education and training from other team members Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Qualifications
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential A required Bachelor’s degree in business administration, finance, or similarly related field Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Compensation
$65,000 - $106,000 About New York Life- Phyu Team
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
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Embrace the role of a structured yet coachable team player open to continued education and training from other team members Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Qualifications
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential A required Bachelor’s degree in business administration, finance, or similarly related field Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Compensation
$65,000 - $106,000 About New York Life- Phyu Team
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
#J-18808-Ljbffr