Financial Advisor

Our team is rapidly expanding, and we are looking for a skilled & motivated Financial Professional. As a Financial Professional, you will be responsible for providing financial guidance and solutions to help clients achieve their financial goals. If you like working with people, have a business-minded spirit, and genuinely enjoy helping others, you’ve come to the right place. At New York Life, you can take all those skills and use them to build a successful practice of your own. Best of all, our team is fully invested in you. We provide complete training, education, and support—everything you need to build your own practice as a licensed financial professional. Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Customize financial plans 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: • 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 • 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 • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Bachelor’s degree in business administration, finance, or related field is required • Superior relationship skills, communication skills, and customer service skills are necessary • Business mindset • Relevant knowledge of the financial industry, financial products, and best practices is preferred • Experience in sales & finance is helpful but not required Compensation: $90,000 - $120,000 at plan yearly • Customize financial plans 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

Compensation: $90,000-$120,000 per year

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