Financial Advisor Career Path: Build Your Own Practice

Northwestern Mutual; City of White Plains (NY); Sur place; USD 40 000 - 80 000; Plein temps

Résumé du poste

A leading financial services firm in White Plains is seeking Financial Representatives to help clients with comprehensive financial planning. The role involves building relationships, educating clients on financial products, and taking ownership of client financial plans. Candidates should have a 4-year degree or equivalent experience with strong communication and critical thinking skills. This is a unique opportunity to craft a career around your lifestyle in a supportive environment.

Qualifications

• 4-year degree or equivalent professional work experience.
• 2-10 years of professional experience in client-facing roles.
• Strong communication and critical thinking skills.

Responsabilités

• Build a client base by increasing relationships and knowledge.
• Educate yourself and clients using tools and technology.
• Influence clients to take action on financial opportunities.
• Own the development of the business and maintain client financial plans.

Connaissances

Relationship-building

Communication

Critical thinking

Continuous learning

Formation

4-year degree or equivalent professional work experience

Description du poste

A leading financial services firm in White Plains is seeking Financial Representatives to help clients with comprehensive financial planning. The role involves building relationships, educating clients on financial products, and taking ownership of client financial plans. Candidates should have a 4-year degree or equivalent experience with strong communication and critical thinking skills. This is a unique opportunity to craft a career around your lifestyle in a supportive environment.