What are the responsibilities and job description for the Financial Consultant position at New York Life - Syracuse?
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation :
90,000 - $120,000 at plan yearly
Responsibilities :
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Qualifications :
About Company
Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community.
New York Life holds the highest financial strength ratings currently awarded.
With New York Life, you're in business for yourself, not by yourself.
As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including :
Salary : $90,000 - $120,000
