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Recently postedFull timeFinance

Associate Financial Planner

New York LifeUniondale, New York🇺🇸United States

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationUniondale, New York, United States
Microsoft Office

Job description

Develop personalized financial plans and investment strategies, build lasting client relationships, recommend insurance and financial products, and grow a client base. The role includes client service, prospecting, presentations, and meeting monthly sales targets. A bachelor's degree in finance, business, or a related field is required; training and exam expenses are covered.

Responsibilities

  • Assess clients' life stages, financial circumstances, and goals to create tailored plans.
  • Compile client financial profiles and provide individualized financial guidance.
  • Recommend financial products, investment strategies, and plans to help clients reach their goals.
  • Prospect, network with, and qualify potential clients; explain insurance and investment options.
  • Develop client relationships, service accounts, and support renewals and upgrades.
  • Prepare presentations and meet monthly sales targets.

Required Skills

  • Financial planning
  • Wealth management
  • Financial needs analysis
  • Investment portfolio development
  • Insurance product knowledge
  • Financial product recommendations
  • Client financial profiling
  • Financial planning software
  • CRM systems
  • Microsoft Office and Google Suite

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