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Associate Financial Planner

Company: New York Life - Schaumburg
Location: Schaumburg
Posted on: November 16, 2021

Job Description:

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:$50,000 - $75,000Responsibilities:

  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goalsQualifications:
    • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
    • A Bachelor's degree in finance, business administration, or alternate related analytical field is required
    • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
    • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
    • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desiredAbout Company
      New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.
      Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.
      The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning.
      Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients' information making product recommendations, and providing ongoing service.

Keywords: New York Life - Schaumburg, Schaumburg , Associate Financial Planner, Accounting, Auditing , Schaumburg, Illinois

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