Financial Advisor - Start Building Client Wealth

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

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.