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Financial Advisor
Location:
Bethesda, MD
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: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions• Embrace the role of a structured yet coachable team player open to continued education and training from other team members Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients• Up-to-date FINRA Series 7 & 63/66 documents are a bonus• Requires a Bachelor’s degree in business administration, finance, or other related field• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred• Experienced Licensed Financial Advisors and or Managers Compensation: $60,000 - $100,000+ About Company: About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades: We’re proud of our financial strength • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer • Training Magazine’s APEX Award for 2022
Company:
New York Life
Posted:
April 2 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 Bethesda MD. 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 Bethesda MD. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.