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Financial Services Professional
Location:
Kansas City, MO
Description:
Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. 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. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals• 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• 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 objectivesAs a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:• Highly self-motivated and self-disciplined with the ability to work effectively and independently• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others• Fearless, positive attitude, and willingness to be accountable for results• Organized, detail-oriented, and excellent time-management skills• The desire for continuous learning• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary• 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• Requires a Bachelor’s degree in business administration, finance, or other related field• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Compensation: $60,000 - $80,000 yearly About Company: Devotion to its policy owners has led New York Life to over 176 years of industry success. Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients#72 on Fortune 100 in 2021Highest possible financial strength ratings currently awarded to any life insurer: Standard Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
Company:
New York Life
Posted:
April 22 on WizeHire
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More About this Listing: Financial Services Professional
Financial Services Professional is a Real estate Financial Services Professi Job at New York Life located in Kansas City MO. Find other listings like Financial Services Professional by searching Oodle for Real estate Financial Services Professi Jobs.
Financial Services Professional is a Real estate Financial Services Professi Job at New York Life located in Kansas City MO. Find other listings like Financial Services Professional by searching Oodle for Real estate Financial Services Professi Jobs.