Financial Consultant
New York Life
Frisco, TX US
Posted ago
New York Life

We are seeking an experienced Financial Consultant 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!

  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
$50,000 - $80,000 yearly
About New York Life

As a mutual company, devotion to its policy owners has led New York Life for over 175 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

· #69 on Fortune 100

· Most MDRT2 members in any United States Mutual company

Training, Development & Benefits

· In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!

· You can read in full about all benefits1 for our Financial Professional role here:

· We have Fast Track to Management opportunities for qualified professionals once established in the career.

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