What are the responsibilities and job description for the Financial Planning Consultant position at NYL - Nassau GO?
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:$150,000 at plan earningsResponsibilities:Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectationsSynthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectivesAssist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial productsEnsure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice givenEstablish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospectsQualifications:Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is requiredProven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialExcellent math skills, relationship skills, communication skills, and customer service skills are crucialA Bachelor’s degree in business administration, finance, or a related field is requiredKnowledge of the financial industry, financial products, best practices, and tax regulations is desiredAbout CompanyAbout New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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.Awards & AccoladesWe’re proud of our financial strength:A Superior (A.M. Best)AAA Exceptionally Strong (Fitch)Aaa Exceptional (Moody’s)AA Very Strong (Standard & Poor’s)
Salary : $150,000