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Financial Advisor | Financial Advisor in Accounting & Finance Job at New York Life in Syracuse1

This listing was posted on WizeHire.

Financial Advisor

Location:
Syracuse, NY
Description:

Our team is rapidly expanding and we are looking for a skilled & motivated Financial Professional. As a Financial Professional, you will be responsible for providing financial guidance and solutions to help clients achieve their financial goals. If you like working with people, have an entrepreneurial spirit, and genuinely enjoy helping others, you’ve come to the right place. At New York Life, you can take all those skills and use them to build a successful practice of your own. Best of all, our team is fully invested in you. We provide complete training, education, and support—everything you need to build your own practice as a licensed financial professional. Responsibilities: • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations• Customize financial plans for each client based on potential life changes and changing financial needs• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Qualifications:• Superior relationship skills, communication skills, and customer service skills are necessary• Entrepreneurial mindset• Relevant knowledge of the financial industry, financial products, and best practices is preferred• Experience in sales & finance is helpful but not required Compensation: $90,000 - $120,000 yearly About Company: Our my goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, your in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: Expert trainingSupportive managementExtensive sales and marketing supportBacked by over 175 years of experience
Company:
New York Life
Posted:
April 10 on WizeHire
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Financial Advisor is a Accounting & Finance Financial Advisor Job at New York Life located in Syracuse NY. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.