Financial Services Professional Job at New York Life - Kansas City
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:
$60,000 - $80,000 yearly
Responsibilities:- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- 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
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:
Highly self-motivated and self-disciplined with the ability to work effectively and independently- Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
- Fearless, positive attitude, and willingness to be accountable for results
- Organized, detail-oriented, and excellent time-management skills
- The desire for continuous learning
- Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Devotion to its policy owners has led New York Life to over 176 years of industry success. Some of our accolades include:
A promise to work with you to build a strong financial future for both you and your clients- #72 on Fortune 100 in 2021
- Highest possible financial strength ratings currently awarded to any life insurer: Standard Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
Please Note :
ajayjain.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, ajayjain.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.