What are the responsibilities and job description for the Wealth Management Manager - Director position at New York Life - Palm Beach Gardens, FL?
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:
Responsibilities:
Qualifications:
About Company
$115,917 yearly
Responsibilities:
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- 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
- Ability to understand the needs and financial concerns of clients
- Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
- Promote customized ways for clients to achieve their long-term financial goals
- Cultivating relationships with a view to helping every family member or individual pursue financial security
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
- Providing compassion and guidance to clients when unfortunate life circumstances arise
- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time
Qualifications:
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- 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
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Only applicants who live in or around Palm Beach Gardens, FL, will be considered for this position
- Sales experience preferred, but not required
- Go-getter mindset
- Desire to help families and businesses address their financial needs
- Strong business acumen
- Professional business demeanor
- Perseverance in the face of a challenge
- Ability to engage your community and leverage personal networks/contacts
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
We’re proud to be recognized by the following organizations.
- Fortune 2024: World’s Most Admired Companies
- Handshake 2025: Early Talent Award
- Forbes 2024: America’s Best Employers for Diversity
- Seramount: 2024 Best Companies for Multicultural Women
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.
Salary : $115,917