What are the responsibilities and job description for the Entry Level Financial Specialist position at Wizehire?
About
Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation
$60,000 - $90,000 at plan annually
Responsibilities
As a Mutual Company, With No Investors Or Outside Owners, New York Life Is Uniquely Aligned With Our Client's Interests And Priorities. We Had Over 175 Years Of Industry Success. Some Of Our Accolades Include
Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation
$60,000 - $90,000 at plan annually
Responsibilities
- Develop strong relationships within local communities
- Engage in a top-notch training program within the financial services industry
- Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives
- Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects
- Devise sustainable financial solutions tailored to clients' long-term needs
- Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions
- Excellent communicator who is willing to provide great client service
- A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
- Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed
- Preferred Bachelor’s degree, but not required
- FINRA licenses are a plus, but not required
- Enterprising
- Strong work ethic
- Desire to help people
- Positive attitude
- Integrity
As a Mutual Company, With No Investors Or Outside Owners, New York Life Is Uniquely Aligned With Our Client's Interests And Priorities. We Had Over 175 Years Of Industry Success. Some Of Our Accolades Include
- A promise to work with you to build a strong financial future for both you and your clients
- #78 on Fortune 100 in 2024
- Most MDRT members in any United States Mutual Company 2019
- Highest possible financial strength ratings currently awarded to any life insurer Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24
Salary : $60,000 - $90,000
