Job Description
Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities •Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
•Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
•Customize financial plans for each client based on potential life changes and changing financial needs
•Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
•Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
•Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
•Customize financial plans for each client based on potential life changes and changing financial needs
•Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Qualifications •Ability to build and maintain relationships with strong communication
•Enterprising spirit (desire to be your own boss and run your own practice)
•Willingness to be coached and continue to learn
•Relevant knowledge of the financial industry, financial products, and best practices is preferred
•Experience in sales & finance is helpful but not required
•Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
•Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
•A Bachelor's degree in business administration, finance, or a related field is required
•Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
•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 NYL - Syracuse
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