Entry Level Financial Planner
New York Life Oahu
Kaneohe, HI US
Posted ago
New York Life Oahu

New York Life is seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! We look forward to hearing from you.

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
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Provide excellent customer service to prospects and clients

Qualifications

  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • A 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
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Customer service experience

Traits of our most successful Associates:

  • Passion to help people
  • Integrity
  • Attitude for success
  • Enthusiasm
  • Self-discipline
  • Resilience
  • Goal-Oriented
  • Coachable
  • Team oriented
  • Motivated

Compensation
$60,000 - $100,000 at plan yearly
About New York Life Oahu

As a mutual company, New York Life is uniquely aligned with the interests and priorities of those we serve. We have 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 clientele

·    #71 on Fortune 100 in 2019

·    Most MDRT 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

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