Financial Consultant
Company: New York Life - Meaux Team
Location: Lafayette
Posted on: January 23, 2023
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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 ropes of the financial service
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! The
candidate will be responsible for prospecting for potential clients
and building a personal book of business.
Responsibilities:
Embrace the role of a structured yet coachable team player open to
continued education and training from other team members
Make strategic product, plan, and investment recommendations and
financial advice to help clients reach their monetary goals
Seek, identify, and secure strong relationships with new clients by
serving as their trusted financial advisor
Determine cash flow, income, financial status, financial goals,
monetary assets and all other financial situations related to
wealth management to help clients define and achieve their
financial objectives
Create customized financial plans for each client based on his or
her life stage, professional circumstances, and fluctuating
financial needs
Qualifications:
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Stellar communication and math skills complemented by a proven
track record of building strong client relationships with existing
and prospective customers
Basic knowledge of computer programs including Microsoft Office,
financial planning software, Google Suite, CRM systems, and related
programs is needed
About Company:
As a mutual company, with no investors or outside owners, New York
Life is uniquely aligned with our clients' interests and
priorities. We had over 170 years of industry success. Some of our
accolades include:
A promise to work with you to build a strong financial future for
both you and your clients#71 on Fortune 100 in 2019Most MDRT2
members in any United States Mutual company 2019Highest possible
financial strength ratings currently awarded to any life insurer:
Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch
(AAA) as of 7/30/18
New York Life Insurance Company is an equal opportunity employer
M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Keywords: New York Life - Meaux Team, Lafayette , Financial Consultant, Professions , Lafayette, Louisiana
Click
here to apply!
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