Career Path for Financial Experts

24 hours ago


North Nazimabad Town, Pakistan beBee Careers Full time

Financial Career Opportunity

About the Role

We are seeking a highly skilled financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. The ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Key Responsibilities
  • Work directly with clients to compile comprehensive financial profiles, providing sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management.
  • Develop tailored financial plans to suit clients' needs, considering their life stage, professional circumstances, and changing financial requirements.
  • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations.
  • Collaborate as a structured yet coachable team player, open to continued education and training from other team members.
  • Pursue new client relationships, serving as a trusted advisor for crucial financial decisions.
Requirements
  • Exceptional networking and people skills to build and cultivate new relationships in the community.
  • Strong knowledge of financial industry concepts, financial products, and the role of a financial advisor.
  • Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools.
  • Excellent communication and math skills, complemented by a proven track record of building strong client relationships.
Benefits

$113,500 annual salary at plan earnings.

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.


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