Associate Financial Planner

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:

$75,000 at plan yearly

Responsibilities:
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Serve as a collaborative team player willing to further development through continued training opportunities
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Qualifications:
A Bachelor's degree in finance, business administration, or alternate related analytical field is required
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Valid FINRA Series 7 & 63/66 preferred but not required
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
About Company

New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.

Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.

The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning.

Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients' information making product recommendations, and providing ongoing service.