Personal Financial Planner

Responsibilities

• 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
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Serve as a collaborative team player willing to further development through continued training opportunities
• Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs
• Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions
• Anticipate future needs of all clients and work with senior-level advisors to call on established clients to renew and upgrade accounts
• Develop long-term relationships with clients and underwriters
• Aid clients with concerns and service issues as needed
• Reach agreed-upon sales targets monthly

Qualifications

• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• 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
• Interpersonal, communication, and presentation skills
• Driven, motivated, and coachable
• Willing to help others

About the Role

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.

About the Company

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.