What are the responsibilities and job description for the Associate Financial Planner position at New York Life - Northern Ohio?
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:
$79,000 - $125,000 on average
Responsibilities:- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- 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
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Salary : $79,000 - $125,000
