Financial Services Professional
New York Life
Kansas City, MO US
Posted ago
New York Life
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • 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
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively and independently
  • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
  • Fearless, positive attitude and willingness to be accountable for results
  • Organized, detail-oriented, and excellent time-management skills
  • The desire for continuous learning
  • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Qualifications
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Requires a Bachelor’s degree in business administration, finance, or other related field

  • The candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Entrepreneurial mindset
  • Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment

Compensation
$60,000 - $80,000 yearly
About New York Life

Devotion to its policy owners has led New York Life for 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

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