What are the responsibilities and job description for the Financial Consultant position at NYLIFE Securities?
Job Description
Job Description
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation :
85,000 at plan yearly
Responsibilities :
- 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
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Serve as a collaborative team player willing to further development through continued training opportunities
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications :
About Company
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies A.M. Best (A ), Standard & Poor’s (AA ), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA / SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M / F / D / V
Salary : $85,000
