Financial Advisor

New York Life Insurance Co.; Kansas City (MO); On-site; USD 74,000 - 120,000; Full time

Job summary

New York Life Insurance Co. in Kansas City seeks an entry-level Financial Advisor with strong listening and communication skills to help clients plan their financial futures and build lasting relationships.

You will assess cash flow and financial status, create customized plans, and explain products and strategies in clear terms. A bachelor’s degree in business administration, finance, or related field is required.

Qualifications

• Bachelor’s degree in business administration, finance, or related field.
• Strong communication and listening skills with the ability to explain complex information simply.
• Motivation to learn and develop a financial advisory practice.

Responsibilities

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• 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 objectives
• Create customized financial plans for each client based on life stage and circumstances
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Skills

Strong listening skills

Excellent communication

Relationship building

Math skills

Self-motivation

Time management

Continuous learning

Detail oriented

Education

Bachelor’s degree in business administration/finance

Tools

Microsoft Office

Financial planning software

Google Suite

CRM systems

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,

Compensation: $74,000 - $120,000 at plan earnings

Qualifications

• As 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
• 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
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

Responsibilities

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• 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 objectives
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals