Certified Financial Planner
Apply NowCompany: NYL - Nassau-Suffolk NY
Location: Melville, NY 11747
Description:
Description
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
Requires a Bachelor's degree in finance, business administration, or related field
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
Requires a Bachelor's degree in finance, business administration, or related field
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential