Certified Financial Planner

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!Compensation:

$116,000

Responsibilities:

• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Design 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
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications:

• Requires a Bachelor’s degree in finance, business administration, or related field
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential

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.

We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health.

We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity