Financial Advisor
New York life
Kennewick, WA US
Posted ago
New York life
We are 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!
Responsibilities
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • 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
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Compensation
$39,000-$102,000
About New York life

Devotion to its policy owners has led New York Life to 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 • #73 on Fortune 100 in 2020 • 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 9/12/19 New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity 1Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time

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