WizeHire, Inc
New York Life - Tim Choi • Los Angeles , CA , US
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
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
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Requires a Bachelor’s degree in business administration, finance, or other related field
Compensation $123,000 at plan earnings
About New York Life - Tim Choi New York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.
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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
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
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Requires a Bachelor’s degree in business administration, finance, or other related field
Compensation $123,000 at plan earnings
About New York Life - Tim Choi New York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.
#J-18808-Ljbffr