Financial Consultant job at New York Life - Tim Choi Los Angeles, CA, US

Job Description

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities:

Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Serve as a collaborative team player willing to further development through continued training opportunities
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management

Qualifications:

Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Requires a Bachelor’s degree in business administration, finance, or other related field
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

About Company: New York Life Insurance Company is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

Job Tags

Similar Jobs

Ring

Head of Supply Chain, Amazon Key Job at Ring

...Description At Amazon Key, our mission is to empower our customers, both businesses and consumers, to easily manage access to their... ...for our customers. Were seeking an experienced Head of Supply Chain to lead and scale our end-to-end supply chain operations, including...

Grubb Properties

Assistant Property Manager- Link Apartments® Mint Street Job at Grubb Properties

...Company Name : Grubb Properties Property Name : Link Apartments Mint Street Location: Charlotte, NC About Us : Grubb... ...concerns, and ensure a high level of customer satisfaction. # Leasing Assistance: Assist with the leasing process, including...

Slumberland Furniture

Delivery Truck Driver Job at Slumberland Furniture

...seeking motivated and responsible individuals to be a part of our delivery team. Requirements: A driver's license with a good... ...-day basis, you will be responsible for loading and unloading furniture into our delivery trucks and setting it up in customers' homes...

Elevator Services Group

Elevator Mechanic - Sign on Bonus and Relocation available!!! Job at Elevator Services Group

...on bonuses ranging from $2500-$5000 plus relocation assistance. We offer excellent benefits and above scale pay for qualified elevator mechanics. Job Summary: We are currently seeking experienced and licensed Elevator Mechanics to join our growing team. The...

Oracle

Cloud Analyst Job at Oracle

**Job Description**Entry-level consulting position for those who are new to professional services and are developing their expertise. Receives... ...posted.Career Level - IC1**About Us**As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's...