What are the responsibilities and job description for the Financial Advisor position at Wizehire?
Skills
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation
$80,000 - $150,000 yearly
Responsibilities
At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.
What We Offer You
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation
$80,000 - $150,000 yearly
Responsibilities
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Valid FINRA Series 7 & 63/66 preferred but not required
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required
At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.
What We Offer You
- 401(k)
- Pension
- Full health benefit package
- Life insurance
- Disability insurance
Salary : $80,000 - $150,000