This listing was posted on WizeHire.
Associate Financial Planner
Location:
Gilbert, AZ
Description:
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! Responsibilities: • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations• 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• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given 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 your 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 your clients Qualifications: • 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• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential• Bachelor’s degree in business administration, finance, or related field is required• Competitive• Enterprising• Coachable• Communicative• Self-disciplined• Authentic• Winning Attitude Compensation: $140,500 at plan About Company: 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 176 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#73 on Fortune 100 in 2020A leading company with many agents qualifying for MDRT 2 year after yearHighest 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 9/12/19Full benefits when hired and 3 separate pension New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity Lance Gillman Senior Partner, New York Life
Company:
New York Life
Posted:
April 15 on WizeHire
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to WizeHire
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Associate Financial Planner
Associate Financial Planner is a Real estate Associate Financial Planner Job at New York Life located in Gilbert AZ. Find other listings like Associate Financial Planner by searching Oodle for Real estate Associate Financial Planner Jobs.
Associate Financial Planner is a Real estate Associate Financial Planner Job at New York Life located in Gilbert AZ. Find other listings like Associate Financial Planner by searching Oodle for Real estate Associate Financial Planner Jobs.