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Wizehire · 2 days ago

Financial Services Professional - Advisor

Bethesda, MD

Full-time

Hybrid

Mid Level

$100K/yr - $100K/yr

New York Life is a Fortune 100 company and a leader in the financial services industry, dedicated to providing financial security and peace of mind through investment and protection solutions. They are seeking a Financial Services Professional - Advisor to engage and educate clients on financial planning, cultivate relationships, and help clients implement financial recommendations.

Human ResourcesInternetRecruiting

Responsibilities

Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter

Cultivate relationships with a view to helping every family member or individual pursue financial security

Grow your network by being involved in your community and professional groups

Drive to add 50 new clients a year

Work with business owners to implement strategies for employee retention and succession planning

Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time

Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum

Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer

Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations

Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional

Qualification

Financial planningCRM systemsFinancial licensesMS OfficeGoogle SuiteSales experienceNetworking skillsBilingualCoachableCommunicationGrowth mindset

Required

Bachelor's degree in business administration, finance, or related field is required

Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential

Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary

Growth Mindset This is a lifelong learning position

Uncompromising integrity

Strong communication skills

Ability to successfully network and prospect for new clients

Excellent calendar management skills

An enterprising spirit is a trait of success

Desire to make a change and help people as you grow your career

Ability to engage your community and leverage personal networks and contacts

Coachable and willing to learn is a must