Financial Advisor: Flexible Practice with High Earning Potential

New York Life Insurance Company; Village of Williamsville (NY); On-site; USD 117,359 - 1,680,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) and pension plans

Professional development opportunities

Job summary

A leading financial services firm located in Williamsville is seeking experienced Financial Advisors to drive their own income through commission-based compensation. You will manage client relationships and create tailored financial plans using a diverse array of products including life insurance and investment services. The ideal candidate will possess a Bachelor's degree in Finance and demonstrate strong sales and financial advisory skills. Flexible work arrangements and supportive development opportunities are provided.

Qualifications

• Strong interpersonal skills to build client relationships.
• Understanding of various financial products and services.
• Ability to develop tailored financial plans for clients.

Responsibilities

• Advise clients on insurance and investment products.
• Develop personalized financial plans for clients.
• Manage and grow a portfolio of clients.

Skills

Client relationship management

Financial planning

Sales skills

Investment knowledge

Education

Bachelor's degree in Finance or related field

Tools

CRM software

Financial analysis tools

Job description

A leading financial services firm located in Williamsville is seeking experienced Financial Advisors to drive their own income through commission-based compensation. You will manage client relationships and create tailored financial plans using a diverse array of products including life insurance and investment services. The ideal candidate will possess a Bachelor's degree in Finance and demonstrate strong sales and financial advisory skills. Flexible work arrangements and supportive development opportunities are provided.