Financial Planning Consultant

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!

• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• 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
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• A Bachelor’s degree in business administration, finance, or a related field is required

$150,000 at plan earnings

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.