Associate Financial Planner
New York Life - Lance Gillman
Gilbert, AZ
Associate Financial Planner
New York Life - Lance Gillman
Gilbert, AZ
Expired: April 15, 2024
Applications are no longer accepted.
- $140,500 Yearly
- Full-Time
Description
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
What we're looking for...
• We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
• This is not just a sales job-it's a career with purpose and opportunity
• You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
• Competitive
• Enterprising
• Coachable
• Communicative
• Self-disciplined
• Authentic
• Winning Attitude
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Bachelor's degree in business administration, finance, or related field is required
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
What we're looking for...
• We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
• This is not just a sales job-it's a career with purpose and opportunity
• You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
• Competitive
• Enterprising
• Coachable
• Communicative
• Self-disciplined
• Authentic
• Winning Attitude
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Bachelor's degree in business administration, finance, or related field is required
Address
New York Life - Lance Gillman
Gilbert, AZ
USA
Industry
Finance and Insurance
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