What are the responsibilities and job description for the Financial Planner position at NYL - North Dakota General Office?

Job Description

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 :

105,000 at plan commission

Responsibilities :

Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.

Qualifications :

Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed

Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

To have the ability to build personal relationships with clients and help them reach their financial goals.

About Company

NYL - North Dakota General Office's financial professionals are passionate about helping clients protect their income, preserve wealth, and create financial legacies. In fact, many of our most successful financial professionals are former teachers, nurses, and other natural-born nurturers.

We Offer :

Retirement Plan

401(k) Savings Plan

Health Coverage

Income Protection

Training

License reimbursement

Hybrid Position

Salary : $105,000

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