What are the responsibilities and job description for the Financial Planning Consultant position at Wizehire?
Skills
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 earnings
Responsibilities
About New York Life
New 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 & Accolades
We’re Proud Of Our Financial Strength
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 earnings
Responsibilities
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
- A Bachelor’s degree in business administration, finance, or a related field is required
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
About New York Life
New 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 & Accolades
We’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