Financial Consultant

Company: New York Life - Meaux Team
Location: Lafayette
Posted on: January 23, 2023

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