Financial Planner - ZipRecruiter : Job Details

Job DescriptionJob DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your 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 communications skills, and a meticulous eye for detail. If this sounds like you, apply today!Compensation:

$150,000 at plan earnings

Responsibilities:

• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Customize financial plans 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
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor

Qualifications:

• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• A Bachelor's degree in business administration, finance, or a related field is required
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial

About Company

About New York Life

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 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.

Awards & Accolades

We're proud of our financial strength:

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody's)
• AA+ Very Strong (Standard & Poor's)