What are the responsibilities and job description for the Financial Planner position at New York Life - Northern Ohio?

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 :

79,000 - $125,000 on average

Responsibilities :

Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
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

Qualifications :

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

Valid FINRA Series 7 & 63 / 66 preferred but not required

A required Bachelor’s degree in business administration, finance, or similarly related field

About Company

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

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