What are the responsibilities and job description for the Financial Advisor position at New York Life - Bethesda, MD?
Description
MUST LIVE IN DC-VA-MD. 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 successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- 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
Qualifications