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Financial PlannerNew York Life - Chris Courtney • Rochester, NY, US
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Financial Planner

Financial Planner

New York Life - Chris Courtney • Rochester, NY, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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!

Compensation :

$113,500 at plan earnings

Responsibilities :

  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications :

  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • 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
  • Up-to-date FINRA Series 7 & 63 / 66 documents are a bonus
  • Excellent networking & people skills to continually build & cultivate new relationships in the community

    • About Company

    About New York Life

    New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.

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