Financial Planning Consultant
New York Life - Dilshad Rahmonov
New York, NY US
Posted ago
New York Life - Dilshad Rahmonov
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
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor

  • In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience
  • Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner
  • In this role, you’ll be responsible for recruiting and developing your own team of financial professionals
  • You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager

Qualifications
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
  • Requires a Bachelor’s degree in finance, business administration, or related field
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential

Eligibility requirements:

  • MBA completion within the previous 24 months

-or-

  • Prior management or business owner experience

Preferred but not required to apply:

  • Life and Health License
  • FINRA registrations; SIE, Series 6 or 7
  • Previous sales experience 

Compensation
$40,000 - $80,000 yearly
About New York Life - Dilshad Rahmonov

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

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