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Financial Services Professional
Location:
Orlando, FL
Description:
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking an entrepreneurial, 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: • Serve as a collaborative team player willing to further development through continued training opportunities• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects• 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• Customize strategies based on the client's goals and needs• Helping families set their children for success with college funding Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients• Valid FINRA Series 7 & 63/66 preferred but not required• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential• Must be computer and system savvy for everyday usage Compensation: $90,000 - $120,000 yearly About Company: About New York Life We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).* For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Some benefits Include: Health/Vision/Dental401K Matching/PensionPaid Time OffOutstanding Company CultureTraining/EducationFlexibilityWork/Life BalanceHybrid Work Culture
Company:
New York Life
Posted:
April 15 on WizeHire
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More About this Listing: Financial Services Professional
Financial Services Professional is a Real estate Financial Services Professi Job at New York Life located in Orlando FL. Find other listings like Financial Services Professional by searching Oodle for Real estate Financial Services Professi Jobs.
Financial Services Professional is a Real estate Financial Services Professi Job at New York Life located in Orlando FL. Find other listings like Financial Services Professional by searching Oodle for Real estate Financial Services Professi Jobs.