What are the responsibilities and job description for the Financial Consultant position at New York Life - Tim Choi?
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:$123,000 at plan earningsResponsibilities:Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goalsCreate customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needsDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectivesSeek, identify, and secure strong relationships with new clients by serving as their trusted financial advisorBe a coachable, organized team member interested in pursuing training development and educational opportunitiesQualifications:Up-to-date FINRA Series 7 & 63/66 documents are a bonusSuperior communication, relationship building, and math skills to establish a strong foundation of customer service for all clientsA Bachelor’s degree in finance, business administration, or alternate related analytical field is requiredExperience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desiredBaseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desiredAbout CompanyNew York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.
Salary : $123,000