Financial Planner

Responsibilities

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Requires a Bachelor’s degree in business administration, finance, or other related field

$80,000 - $150,000 yearly

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.