Are you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you! We're seeking a motivated individual with strong communication skills and a passion for developing long-term relationships.
This position requires a sharp mind with the ability to develop dynamic, data-driven strategies. A strong knowledge of investments, estate planning, business strategies, and stocks/mutual funds is encouraged. If you have the right qualifications and a desire to succeed in the financial services sector, don't hesitate to submit your application!
Compensation:
$121,500 - $142,500 at plan yearly
Responsibilities:-
Determine cash flow, income-to-debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
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Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
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Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
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Embrace the role of a coachable team player, open to continued education and training from other team members
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Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
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Understand the economic markets and use resources to leverage your expertise
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Be there in times of need when clients need us most
Qualifications:-
FINRA Series 7/6, SIE, and 63/66 are preferred but not required
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A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
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Basic knowledge of computer programs, including Microsoft Office, financial planning software, CRM systems, and related programs, is needed
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Excellent communication skills, relationship-building, and math skills to establish a strong foundation of customer service for all clients
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A bachelor’s degree in business administration, finance, or a similarly related field is desired but not required
Traits of our most successful Associates:
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Passion to help people
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Integrity
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A successful track record
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Enthusiasm
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Self-discipline
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Resilience
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Goal-Oriented
About Company
As a mutual company, with no investors or outside owners, New York Life - Tyson's Corner is uniquely aligned with the client's interests and priorities. We have over 175 years of industry success.
Some of our accolades include:
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A promise to work with you to build a strong financial future for both you and your clients
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#71 on Fortune 100 in 2019
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Most MDRT members in any United States Mutual company 2019
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Highest 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
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Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
