New York Life - Amarillo
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!
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- Requires a Bachelor’s degree in finance, business administration, or related field
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- 4-year College Degree
- Candidate must be an accomplished communicator with strong verbal and written skills
- Prior sales and/ or business experience preferred
- Enterprising mindset
- Strong desire to help others
It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment.
About New York Life - Amarillo
Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point, not all companies are the same. Product offerings, producer support, the opportunity for advancement, personal growth, ongoing training, and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives, and more.