3 Financial Planner Jobs in Gilbert, AZ
New York Life - Lance Gillman is Hiring a Financial Planner Near Gilbert, AZ
Job Description
$140,500 at plan earnings
Responsibilities:- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
What we’re looking for...
- We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
- This is not just a sales job—it’s a career with purpose and opportunity
- You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
- As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- Bachelor’s degree in business administration, finance, or related field is required
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Competitive
- Enterprising
- Coachable
- Communicative
- Self-disciplined
- Authentic
- Winning Attitude
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client’s interests and priorities. We had over 176 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #73 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT 2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
- Full benefits when hired and 3 separate pension
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman Senior Partner, New York Life
Job Summary
Full Time
$97k-122k (estimate)
06/08/2024
06/23/2024
The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.
If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Planner job description and responsibilities
Financial planners primarily assist with financial and lifestyle planning.
03/29/2022: Frankfort, KY
Budgeting and cash flow analysis.
02/21/2022: Pine Bluff, AR
These companies or consultants can offer advice, or may be registered to sell financial products.
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Preparing and consolidating financial forecasts and models as required.
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Collect all documents required to create a complete financial plan.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
01/24/2022: Waco, TX
Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
02/15/2022: Milwaukee, WI
The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
02/28/2022: Pittsfield, MA
They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
03/08/2022: Lexington, KY
Gives a solid foundation for understanding types of financial circumstances and options.
03/27/2022: Bellingham, WA
Step 3: View the best colleges and universities for Financial Planner.
