Financial Planner

Company: New York Life - Bethesda, MD
Location: Bethesda
Posted on: March 18, 2023

Job Description:

REMOTE POSITION - MUST LIVE IN DC, MD, VA. PLEASE DO NOT APPLY IF YOU DO NOT LIVE IN THE AREA. THANK YOU.

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 ropes of the financial service 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:

Be a coachable, organized team member interested in pursuing training development and educational opportunities
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor


Qualifications:

Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
A Bachelor's degree in finance, business administration, or alternate related analytical field is required
--- Experienced Licensed Financial Advisors and or Managers

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 our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Awards & Accolades:

We're proud of our financial strength

--- A++ Superior (A.M. Best)

--- AAA Exceptionally Strong (Fitch)

--- Aaa Exceptional (Moody's)

--- AA+ Very Strong (Standard & Poor's)

We're proud of the training we offer

--- Training Magazine's APEX Award for 2022

Keywords: New York Life - Bethesda, MD, Bethesda , Financial Planner, Accounting, Auditing , Bethesda, Maryland