This listing was posted on WizeHire.
Financial Planner
Location:
Windsor, CT
Description:
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor• 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• Be a coachable, organized team member interested in pursuing training development and educational opportunities• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary• Valid FINRA Series 7 & 63/66 preferred but not required• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed• Requires a Bachelor’s degree in business administration, finance, or other related field• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Compensation: $72,500 About Company: 179 year old financial services company - strength and consistency.
Company:
New York Life
Posted:
April 16 on WizeHire
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to WizeHire
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Financial Planner
Financial Planner is a Real estate Financial Planner Job at New York Life located in Windsor CT. Find other listings like Financial Planner by searching Oodle for Real estate Financial Planner Jobs.
Financial Planner is a Real estate Financial Planner Job at New York Life located in Windsor CT. Find other listings like Financial Planner by searching Oodle for Real estate Financial Planner Jobs.