Financial Professional
New York Life - Charlotte
Charlotte, NC US
Posted ago
New York Life - Charlotte
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Create customized financial plans suitable 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
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
Qualifications
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • Requires a Bachelor’s degree in finance, business administration, or related field
Compensation
$45,000 - $75,000 yearly
About New York Life - Charlotte

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. We had 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
  • #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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