Associate Financial Planner

New York Life - Northern Ohio

Associate Financial Planner

Independence, OH
Paid
  • Responsibilities

    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: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their 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 • 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 • Be a coachable, organized team member interested in pursuing training development and educational opportunities Qualifications: • 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 • A required Bachelor’s degree in business administration, finance, or similarly related field • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Compensation: $79,000 - $125,000+ on average

  • Compensation
    $79,000-$125,000 per year