Financial Consultant Job at New York Life - Bethesda, MD, Bethesda, MD

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  • New York Life - Bethesda, MD
  • Bethesda, MD

Job Description

Description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Responsibilities

•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
•Serve as a collaborative team player willing to further development through continued training opportunities
•Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications

•Experienced Licensed Financial Advisors and/or Managers
•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
•Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
•Up-to-date FINRA Series 7 & 63/66 documents are a bonus
•Requires a Bachelor's degree in business administration, finance, or other related field New York Life - Bethesda, MD

Job Tags

Work at office,

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