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Financial Advisor
Location:
Mchenry, IL
Description:
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational opportunities• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients• Requires a Bachelor’s degree in business administration, finance, or other related field• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Compensation: $81,500+ at plan yearly About Company: New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States, and is ranked #71 on the 2019 Fortune 500 list of the largest United States corporations by total revenue. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Company:
New York Life
Posted:
August 20 on WizeHire
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More About this Listing: Financial Advisor
Financial Advisor is a Accounting & Finance Financial Advisor Job at New York Life located in Mchenry IL. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Financial Advisor is a Accounting & Finance Financial Advisor Job at New York Life located in Mchenry IL. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.