What are the responsibilities and job description for the Entry Level Financial Services Professional position at New York Life - Kansas City?

Job Description

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 :

60,000 - $80,000 yearly

Responsibilities :

Serve as a collaborative team player willing to further development through continued training opportunities
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
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
Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs

Qualifications :

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

Up-to-date FINRA Series 7 & 63 / 66 documents are a bonus

Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

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

About Company

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

78 on Fortune 100 in 2024

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 / 24

Salary : $60,000 - $80,000

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