What are the responsibilities and job description for the Financial Planner position at NYL - Melville?
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:
$100,000 at plan yearly
Responsibilities:- 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
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- 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
- Must have the ability to successfully network and prospect for new clients
- Must live in or near Long Island, Brooklyn, or Queens
About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have 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 and Poor’s (AA ), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Salary : $100,000
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