Associate Financial Advisor

3 weeks ago

North Nazimabad Town, Pakistan Bighornlaw Full time

Posted a month ago

Description

We are seeking an eager, strategic, and dedicated financial advisor for an entry-level position with room for growth and a promising outlook. The ideal candidate will be motivated to help clients identify and achieve their financial goals through various planning services. Join our team to develop skills in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and other financial options. If you are committed to excellent client service and this opportunity interests you, start your application today

Responsibilities

  • Gather and organize clients' financial information using a CRM to assess financial status, goals, cash flow, and expectations.
  • Provide research-based financial advice and strategies based on educational meetings and seminars, considering client risk tolerance and objectives.
  • Assist clients in implementing financial recommendations, including life insurance, savings plans, mutual funds, and other products.
  • Develop customized financial plans based on each client's needs, life stage, and circumstances.
  • Use social media and marketing tools to identify prospects and build long-term client relationships as a trusted financial advisor.
  • Tailor financial plans to individual client situations, including professional, personal, and financial needs.
  • Collaborate with team members and pursue ongoing training opportunities for professional development.
  • Analyze financial data such as cash flow, income, assets, and goals to help clients achieve their financial objectives.
  • Support clients' progress through strategic product, plan, and investment recommendations.
  • Proactively seek out and establish new client relationships to grow the client base.

Qualifications

  • Strong communication skills, with the ability to explain complex concepts honestly and clearly.
  • Excellent relationship management and networking abilities.
  • Fluency in Spanish, Vietnamese, or Chinese is preferred but not required.
  • Bachelor's degree in finance, business administration, or a related field is preferred.
  • Ability to work in a hybrid schedule.
  • Up-to-date FINRA Series 7 & 63/66 licenses are a plus.
  • Strong math, communication, and relationship skills to provide excellent customer service.
  • Knowledge of financial products, the industry, and roles of financial advisors or planners.
  • Proficiency with Microsoft Office, financial planning software, Google Suite, CRM systems, and related tools.

Compensation

$123,000 in plan earnings

As a mutual company with no outside investors, New York Life is aligned with clients' interests. With over 170 years of success, our accolades include:

  • A commitment to building a strong financial future for clients and advisors
  • #73 on Fortune 100 in 2020
  • Numerous agents qualifying for MDRT annually
  • Top-tier financial strength ratings: AA+ (S&P), A++ (A.M. Best), Aaa (Moody's), AAA (Fitch)

Agents and dependents are eligible for medical, dental, vision, disability, and group-term life insurance. MDRT (Million Dollar Round Table) recognizes sales excellence in life insurance. We are an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

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