Associate Financial Planner
New York Life - Lafayette Team
Location
Lafayette, LA | United States
Job 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:
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
Qualifications:
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Valid FINRA Series 7 & 63/66 preferred but not required
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
About Company:
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. We had over 170 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#71 on Fortune 100 in 2019Most MDRT2 members in any United States Mutual Company 2019Highest 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 7/30/18
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
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