Financial Advisor, New York Life, Bethesda, MD
New York Life -
Bethesda, MD,
US
Financial Advisor
Date Posted: 2024-05-03
Job description
Description
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!
Responsibilities
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
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications
Experienced Licensed Financial Advisors and or Managers
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Requires a Bachelor's degree in business administration, finance, or other related field
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
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!
Responsibilities
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
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications
Experienced Licensed Financial Advisors and or Managers
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Requires a Bachelor's degree in business administration, finance, or other related field
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred