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Financial Consultant
Location:
Downers Grove, IL
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: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs• 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• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: • A required Bachelor’s degree in business administration, finance, or similarly related field• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Compensation: $85,000+ at plan yearly About Company: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
Company:
Nylife Securities
Posted:
October 28 on WizeHire
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More About this Listing: Financial Consultant
Financial Consultant is a Consulting Jobs Consultant Job at Nylife Securities located in Downers Grove IL. Find other listings like Financial Consultant by searching Oodle for Consulting Jobs Consultant Jobs.
Financial Consultant is a Consulting Jobs Consultant Job at Nylife Securities located in Downers Grove IL. Find other listings like Financial Consultant by searching Oodle for Consulting Jobs Consultant Jobs.