Financial Planner

New York Life; Des Moines (IA); On-site; USD 65,000 - 75,000; Full time

Job summary

New York Life is seeking an entry-level financial advisor to help clients identify and achieve their financial goals through planning services across risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and more.

You will develop personalized financial plans, educate clients on insurance and investment options, and collaborate with a team to deliver exceptional service while pursuing ongoing training and certification opportunities.

Qualifications

• Experience in customer service or sales is a plus, but not required.
• Ability to communicate complex financial concepts clearly.
• Proven ability to build trust-based client relationships.
• Eagerness to learn and adapt in a dynamic industry.
• Strong organizational skills to manage multiple client accounts.
• Ability to work collaboratively within a team.
• Proficiency with digital tools for client management and communication.
• Bachelor's degree in finance, business or related analytical field is required.
• FINRA Series 7 & 63/66 are a bonus.
• Experience with MS Office, Excel, CRM, planning software, Google Suite desired.

Responsibilities

• Develop personalized financial plans for clients tailored to their goals.
• Engage with clients regularly to review progress and adjust plans.
• Educate clients on insurance and investment options for informed decisions.
• Collaborate with the team to enhance service delivery and client satisfaction.
• Stay updated on industry trends and regulatory changes.
• Participate in ongoing training and development programs.
• Build and maintain strong client relationships through effective communication.
• Gather and assess financial information to determine status, cash flow, goals, and wealth factors.
• Create customized plans based on life stage and professional circumstances.
• Be coachable and pursue training opportunities; provide strategic product recommendations.
• Identify and secure new clients as trusted financial advisors.

Skills

Customer service

Sales

Communication skills

Relationship building

Learning agility

Organizational skills

Team collaboration

Digital tools proficiency

Financial concepts

Math skills

Education

Bachelor's degree in finance, business administration, or related analytical field

Tools

Microsoft Office

Excel

CRM systems

Financial planning software

Google Suite

Job 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.

Compensation

$65,000 plus

Qualifications

• Experience in customer service or sales is a plus, but not required.
• Ability to communicate complex financial concepts in a clear and relatable manner.
• Proven track record of building strong, trust-based relationships with clients.
• Eagerness to learn and adapt in a dynamic industry environment.
• Strong organizational skills to manage multiple client accounts effectively.
• Ability to work collaboratively within a team to achieve common goals.
• Proficiency in using digital tools and platforms for client management and communication is beneficial.
• A Bachelor's degree in finance, business administration, or alternate related analytical field is required
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

Responsibilities

• Develop personalized financial plans for clients, focusing on their unique needs and goals.
• Engage with clients regularly to review their financial progress and adjust plans as necessary.
• Educate clients on various insurance and investment options to empower informed decision-making.
• Collaborate with team members to enhance service delivery and client satisfaction.
• Stay updated on industry trends and regulatory changes to provide the best advice.
• Participate in ongoing training and development programs to expand your expertise.
• Build and maintain strong client relationships through excellent communication and trust-building efforts.
• 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
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions