What are the responsibilities and job description for the Financial Advisor position at New York Life - Kansas City?
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 - $120,000 yearly
Responsibilities:- Serve as a collaborative team player willing to further development through continued training opportunities
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
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
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 - $120,000
