Entry-Level Financial Services-Sales
New York Life - North Dakota
Location
Minot, ND | United States
Job description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities:
- 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
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- 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
Qualifications:
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
About Company:
When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
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