WizeHire, Inc
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
Identify, seek, and establish prospects continuously, and create strong relationships with new clients as their trusted advisor Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Research and provide financial advice and strategies that meet the needs of client's risk tolerance and financial objectives and goals Create highly customized financial plans suitable for each client based on potential life changes and changing financial needs Help clients implement financial recommendations such as life insurance, investments, savings plans, mutual funds, and other financial products Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications
A bachelor’s degree in business administration, finance, or a related field is required Valid professional license, CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards), and FINRA Series 7 and 66 are required Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed 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 Computer proficiency, including MS Office, Google Suite, CRM systems, and financial planning software, is vital Compensation
$100, 000 plus annually
#J-18808-Ljbffr
Identify, seek, and establish prospects continuously, and create strong relationships with new clients as their trusted advisor Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Research and provide financial advice and strategies that meet the needs of client's risk tolerance and financial objectives and goals Create highly customized financial plans suitable for each client based on potential life changes and changing financial needs Help clients implement financial recommendations such as life insurance, investments, savings plans, mutual funds, and other financial products Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications
A bachelor’s degree in business administration, finance, or a related field is required Valid professional license, CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards), and FINRA Series 7 and 66 are required Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed 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 Computer proficiency, including MS Office, Google Suite, CRM systems, and financial planning software, is vital Compensation
$100, 000 plus annually
#J-18808-Ljbffr