What are the responsibilities and job description for the Financial Planner position at Wizehire?
At New York Life, we empower you to make a meaningful impact by helping individuals, families, and businesses secure their financial futures. As a Financial Planner, you'll be at the forefront of providing innovative insurance, investment, and retirement solutions. Your role will involve learning the ropes of financial services, ensuring you're well-equipped to guide clients toward achieving their monetary goals. In our collaborative and growth-oriented culture, you'll have the opportunity to develop professionally while doing what's right for clients and communities. If you have excellent communication skills, a knack for math and analytics, and a passion for smart decision-making, let's build the future together. Join us to grow your career and make a lasting impact—apply today!
Compensation
$120,000
Responsibilities
We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.
Compensation
$120,000
Responsibilities
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- 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
- Determine 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 objectives
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs.
- Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
- Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
- Develops long-term relationships with clients and underwriters.
- Assist clients with concerns and service issues as needed.
- Reach agreed-upon sales targets monthly.
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Interpersonal, communication, and presentation skills.
- Driven, motivated, and coachable.
- Be willing to help others.
- New York Life will pay and cover all expenses for training and the exam.
- Sales 1 year (preferred).
We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.
Salary : $120,000