Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation:

$79,500 - $106,500

Responsibilities:

• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs

Qualifications:

• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired

About Company

New York Life, a prestigious Fortune 100 company with a 179-year legacy, is a global leader in financial services, ranked as the 26th largest money manager worldwide. Renowned for our highest financial strength ratings and a holistic approach to client service, we offer comprehensive support through all stages of financial planning. Our commitment to excellence provides a rewarding career path in financial services, inviting you to be part of our enduring success story.