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Financial Services - Sales
Location:
Minot, ND
Description:
We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations• Be a coachable, organized team member interested in pursuing training development and educational opportunities• 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• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred• A required Bachelor’s degree in business administration, finance, or similarly related field• Up-to-date FINRA Series 7 & 63/66 documents are a bonus• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Compensation: $75,000 at plan yearly About Company: When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
Company:
New York Life
Posted:
April 17 on WizeHire
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More About this Listing: Financial Services - Sales
Financial Services - Sales is a Sales Sales Job at New York Life located in Minot ND. Find other listings like Financial Services - Sales by searching Oodle for Sales Sales Jobs.
Financial Services - Sales is a Sales Sales Job at New York Life located in Minot ND. Find other listings like Financial Services - Sales by searching Oodle for Sales Sales Jobs.