Financial Planning Consultant
Listed on 2026-02-23
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Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Posted 3 days ago
DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Superior customer service skills, math skills, relationship skills and communication skills are preferred
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
$101,000
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our policy owners need us.
Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future
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