New York Life Insurance Company
Financial Advisor (Frisco)
New York Life Insurance Company, Frisco, Texas, United States, 75034
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 training and development program builds successful Registered Representatives that have a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, stocks/mutual funds, and more. If you have great communication skills and excel at building relationships, we want to hear from you!
Desired Skills and Experience/Qualifications FINRA Series 7/6, SIE, and 63/66 preferred but not required A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Basic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is needed Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients Bachelors degree in business administration, finance, or similarly related field desired but not required Traits of our most successful Associates: Passion to help people Integrity A successful track record Enthusiasm Self-discipline Resilience Goal-Oriented
Responsibilities Determine cash flow, income to debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives Support clients progress toward their financial goals through strategic product, plan, and investment recommendations Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Embrace the role of a coachable team player open to continued education and training from other team members Create customized financial plans for each client based on life stage, professional circumstances, and financial needs Understand the economic markets and use resources to leverage your expertise Be there in times of need when clients need us most
Job Type: Full-time
Compensation:
Performance based including a training allowance, licensing bonuses, an expense allowance and unlimited commission (full W2, not 1099)
Benefits: 401(k) Dental insurance Employee discount Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Professional development assistance Referral program Retirement plan Vision insurance Physical setting: Office Schedule: Monday to Friday Supplemental pay types: Bonus pay Training Allowance Expense Allowance Commission pay
Desired Skills and Experience/Qualifications FINRA Series 7/6, SIE, and 63/66 preferred but not required A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Basic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is needed Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients Bachelors degree in business administration, finance, or similarly related field desired but not required Traits of our most successful Associates: Passion to help people Integrity A successful track record Enthusiasm Self-discipline Resilience Goal-Oriented
Responsibilities Determine cash flow, income to debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives Support clients progress toward their financial goals through strategic product, plan, and investment recommendations Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Embrace the role of a coachable team player open to continued education and training from other team members Create customized financial plans for each client based on life stage, professional circumstances, and financial needs Understand the economic markets and use resources to leverage your expertise Be there in times of need when clients need us most
Job Type: Full-time
Compensation:
Performance based including a training allowance, licensing bonuses, an expense allowance and unlimited commission (full W2, not 1099)
Benefits: 401(k) Dental insurance Employee discount Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Professional development assistance Referral program Retirement plan Vision insurance Physical setting: Office Schedule: Monday to Friday Supplemental pay types: Bonus pay Training Allowance Expense Allowance Commission pay