Financial Planning Associate: Launch Your Advisory Career

New York Life - Dallas; Dallas (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

New York Life - Dallas is seeking a motivated life insurance agent to guide individuals, families, and businesses toward prudent financial strategies using our expansive product lines. The role offers a stable, industry-leading company and opportunities for advancement through our training curriculum.

This full-time position emphasizes client relationship building, pursuing necessary licenses with company support (CFP/CPA and FINRA), and helping clients achieve long-term goals via life

Qualifications

• CPA license, or CFP license and FINRA Series 7 and 66 are required
• Up-to-date knowledge of the financial industry and products
• Bachelor’s degree in finance, business administration, or related field

Responsibilities

• Compile client financial information to determine goals, status, and cash flow
• Aid clients in implementing financial plans and products
• Prospect and build relationships with new clients as trusted advisor
• Provide financial advice and strategies based on risk tolerance and objectives
• Design customized plans for changing life situations and needs
• Grow client base through marketing and networking
• Present a range of solutions for wealth management and retirement planning
• Help clients with insurance, annuities, and investments
• Manage schedules and ongoing professional development

Skills

Excellent math skills

Relationship skills

Communication skills

Customer service skills

Education

Bachelor’s degree in finance, business administration, or related field

Tools

CFP license

FINRA Series 7 and 66

CPA license

Job description

New York Life - Dallas is seeking a motivated life insurance agent to guide individuals, families, and businesses toward prudent financial strategies using our expansive product lines. The role offers a stable, industry-leading company and opportunities for advancement through our training curriculum.

This full-time position emphasizes client relationship building, pursuing necessary licenses with company support (CFP/CPA and FINRA), and helping clients achieve long-term goals via life