Certified Financial Planner
Apply NowCompany: NYL - Lance Gillman
Location: Gilbert, AZ 85234
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
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
This is not just a sales job-it's a career with purpose and opportunity
You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
Competitive
Enterprising
Coachable
Communicative
Self-disciplined
Authentic
Winning Attitude
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Superior customer service skills, math skills, relationship skills, and communication skills are preferred
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
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
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
This is not just a sales job-it's a career with purpose and opportunity
You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
Competitive
Enterprising
Coachable
Communicative
Self-disciplined
Authentic
Winning Attitude
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Superior customer service skills, math skills, relationship skills, and communication skills are preferred
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed