Financial Planner
New York Life - Meaux Team
Lafayette, LA US
Posted ago
New York Life - Meaux Team

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of the financial service needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making if this sounds like you, apply today! The candidate will be responsible for prospecting potential clients and building a personal book of business.

Responsibilities
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Qualifications
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Compensation
$75,000 - $110,000 yearly
About New York Life - Meaux Team

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 years of industry success. Some of our accolades include:



  • A promise to work with you to build a strong financial future for both you and your clients
  • #71 on Fortune 100 in 2019
  • Most MDRT2 members in any United States Mutual company 2019
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18


New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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