Financial Professional

Bighornlaw; Atlanta (GA); On-site; USD 75,000 - 105,000; Full time

Job summary

A leading financial services company seeks a Financial Professional to help clients with their financial futures by creating customized plans and providing strategic recommendations. Candidates should have a working knowledge of financial products and exemplary communication skills. This role offers the chance to run your own practice with the backing of a Fortune 100 company.

Qualifications

• Knowledge of financial products and the financial industry is essential.
• A valid FINRA Series 7 and 63/66 license is a plus.
• Exemplary math skills to support customer service.

Responsibilities

• Create customized financial plans for clients based on various factors.
• Gather and assess client’s financial information for tailored recommendations.
• Serve as a trusted advisor to new clients.

Skills

Communication

Analytical Skills

Customer Service

Tools

Microsoft Office

CRM Systems

Financial Planning Software

Google Suite

Job description

Posted a month ago

Description

TheFinancial Professionalposition is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines.

You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded.Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Traits of our most successful Associates:

• Passion to help people
• Integrity
• Attitude for success
• Resilience
• Goal-Oriented
• Coachable

Responsibilities

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• 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
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Qualifications

• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus

Compensation

$75,000 - $105,000 at plan earnings

About New York Life Greater Atlanta

New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose: to be there when our policy owners need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.

New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010