Associate Financial Advisor

Bighornlaw; Independence (MO); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is on the lookout for an enthusiastic financial advisor to join their dynamic team. This entry-level position offers a wealth of opportunities for growth and development in the financial sector. Ideal candidates will assist clients in achieving their financial aspirations through tailored planning services, including risk management, estate planning, and investment strategies. Join a supportive environment where your dedication to client service will be valued, and your career can flourish. If you have a passion for finance and are eager to learn, this could be the perfect opportunity for you.

Qualifications

• Strong communication and math skills are essential for building client relationships.
• Basic understanding of financial advisory roles and products is necessary.

Responsibilities

• Provide strategic financial advice to help clients achieve monetary goals.
• Create customized financial plans based on clients' life stages and needs.

Skills

Communication Skills

Mathematical Skills

Client Relationship Management

Risk Management

Investment Management

Education

Bachelor's Degree in Business Administration

Bachelor's Degree in Finance

Tools

Microsoft Office

Financial Planning Software

Google Suite

CRM Systems

Job description

Posted a day ago

Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• 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
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Qualifications

• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary
• Valid FINRA Series 7 & 63/66 preferred but not required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

Compensation

About New York Life - Northern Ohio

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