What are the responsibilities and job description for the Licensed Financial Advisor position at New York Life - Lansing/Ann Arbor?
Job Description
Job Description
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! Compensation :
80,000 at plan yearly
Responsibilities :
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Serve as a collaborative team player willing to further development through continued training opportunities
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- 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
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications :
About Company
The mutual insurance company offers a wide range of products. Will cover costs of licensing, full benefits package. Affiliated with NYLIFE Securities and Eagle Strategies.
Salary : $80,000