Associate Financial Planner
New York Life
Downers Grove, IL US
Posted ago
New York Life

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!

Responsibilities
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Qualifications
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
Compensation
$80,000 at plan earnings
About New York Life

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.


Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

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