Personal Financial Planner
New York Life - Lance Gillman
Gilbert, AZ US
Posted ago
New York Life - Lance Gillman
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities
  • Develop 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
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

What we’re looking for...

  • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
  • This is not just a sales job—it’s a career with purpose and opportunity
  • You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
  • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients

Qualifications
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

  • Competitive
  • Enterprising
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
  • Winning Attitude

Compensation
$140,500 at plan
About New York Life - Lance Gillman

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client’s interests and priorities. We had over 176 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
  • A leading company with many agents qualifying for MDRT 2 year after year
  • 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
  • Full benefits when hired and 3 separate pension


New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity


Lance Gillman Senior Partner, New York Life

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