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Associate Financial Professional
Location:
Wayne, PA
Description:
I am seeking an eager, motivated, and charismatic individual to fill an entry-level position that offers room for growth and high-income potential. The ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join Team Golden to begin honing your skills related to relationship management, lead generation, debt and investment management, life insurance, retirement planning, mutual funds, disability coverage, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! This position's compensation plan is extensive, with primary income resulting from Commission, Bonus, and a weekly activity stipend. Control your income! Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational opportunities• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus• Must be 18 or older with a valid driver's license and transportation• Life Accident and Health license or the willingness to get it• Strong communication and relationship-building skills• The desire to meet new people, find and attend events, and prospect new relationships and business Compensation: $64,000 - $100,000 expected first-year earnings About Company: Team Golden is focused on helping as many people as possible with their financial planning - and is committed to the career advancement, growth, and happiness of its members.
Company:
New York Life
Posted:
March 8 on WizeHire
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More About this Listing: Associate Financial Professional
Associate Financial Professional is a Real estate Associate Financial Profess Job at New York Life located in Wayne PA. Find other listings like Associate Financial Professional by searching Oodle for Real estate Associate Financial Profess Jobs.
Associate Financial Professional is a Real estate Associate Financial Profess Job at New York Life located in Wayne PA. Find other listings like Associate Financial Professional by searching Oodle for Real estate Associate Financial Profess Jobs.