Personal Financial Planner Job at New York Life - New Hampshire, Manchester, NH

S3JMd2xDeStGT0NSdnVHL2swK1VZaW5mU2c9PQ==
  • New York Life - New Hampshire
  • Manchester, NH

Job Description

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial planner candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Compensation:

$120,555

Responsibilities:
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications:
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. At New York Life, you’re in control of your career journey. Training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. 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.

Job Tags

Work at office,

Similar Jobs

Pursuit Collection

Laundry Driver Job at Pursuit Collection

 ...This job description describes at a high level what a Laundry Driver does, but no document can anticipate every single task, issue or...  ...Costa Rica, Las Vegas, and Chicago. Pursuit is a publicly traded company listed on the New York Stock Exchange under the symbol PRSU... 

Soar Autism Center

Case Supervisor (Practicum Student) Job at Soar Autism Center

 ...clinics where children with autism and their families receive life-shaping services that support them to thrive. We prioritize early intervention, comprehensive supportive services, and positive, developmentally-appropriate learning that meets the needs of each unique... 

Griswold Home Care for Chevy Chase

Male CNA Caregivers Needed Job at Griswold Home Care for Chevy Chase

 ...Helping maintain their independence, dignity, and comfort in daily lifeWhy Join Our Team?* Competitive Pay* Flexible Scheduling * Same-Day Pay * Weekly Paydays * Paid Sick Leave & Overtime* Opportunities for Growth Whether you... 

Vatra Logistics LLC

Delivery Driver Job at Vatra Logistics LLC

 ...Job Description Vatra Logistics delivers Amazon packages to customers throughout Plainfield, CT and surrounding areas. We are looking...  ...to work smart and work hard in a team environment. As a delivery driver, you will be the face of our company. It will be your job... 

Kitchen Tune-Up

Cabinet Technician Job at Kitchen Tune-Up

 ...Cabinet Technician Position Kitchen Tune-Up Novi, MI is seeking a dedicated team member to join our team as a Cabinet Technician to...  ...Responsibilities: Reface cabinets (training provided) Cut and install trim Install doors, drawer fronts, drawers, handles, and...