What are the responsibilities and job description for the Financial Services-Sales position at New York Life - North Dakota?
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:
$75,000 at plan yearly
Responsibilities:- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- 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
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
- Full Benefits-Health Dental/Vision
- 401K
- Pension
- Paid Time Off
Salary : $75,000
