Financial Planning Consultant
New York Life-Irvine
Irvine, CA US
Posted ago
New York Life-Irvine
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • 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
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

  • Schedule appointments and meet with potential clients
  • Make product recommendations to help clients meet their financial goals
  • Provide ongoing service and support to existing policyholders
  • Be a structured and coachable team player that is open to training development and further education
  • Disciplined to be in business for yourself, but not by yourself
  • New York Life offers you not just another job, but career possibilities

Qualifications
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

You don't need sales, business development, marketing, or insurance experience to begin your road to success in this role!

All you need is passion and a desire to make a difference. Our comprehensive training program will help give you the tools you need to succeed and create the career success you envision.

We are looking for people who possess the following background/characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision
  • Outgoing personality with the ability to develop relationships (i.e., “People Person")
  • 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

Compensation
$70,000 - $100,000 at plan per year
About New York Life-Irvine
  • At New York Life, we strive to be the best every day, the same as you. Here are just a few of our recent recognition's
  • Ranked #69 on the Fortune 500 list, Fortune magazine, 2018
  • Fortune magazine’s list of World’s Most Admired Companies in 2018
  • Perfect score of 100 percent on the 2018 Corporate Equality Index
  • Top 70 Companies For Executive Women by the National Association for Female Executives (NAFE) for 2018
  • For the sixth year in a row, our company was named one of Diversity Inc’s Top 50 Companies For Diversity for 2018, ranking 22nd on this prestigious list
  • Forbes magazine’s America’s Best Large Employers 2018, an exclusive ranking of the 500 best large employers
  • Training magazine’s Training Top 125 ranking for 2018, a ranking of a company’s excellence in employer-sponsored training and development programs


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