Financial Planner
New York Life - Charleston
Charleston, SC US
Posted ago
New York Life - Charleston

The Financial Services Professional position is a client-based role where you are in business for yourself, but not by yourself. As a Financial Professional with New York life you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future while being aligned with a company where hard work is valued and rewarded.

Responsibilities
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

  • Entrepreneurial mindset and strong desire to help others

  

Compensation
$100,000
About New York Life - Charleston

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one purpose: to be there when our policy owners need us.


Our promise? To work with you to build a strong financial future.


We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.

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