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Financial Planner

Financial Planner

NYL - Lance GillmanGilbert, AZ, US
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Job Description

Job Description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation :

140,500 at plan earnings

Responsibilities :

  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

What we’re looking for...

  • 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
  • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
  • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients

    • Qualifications :

  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • Requires a Bachelor’s degree in finance, business administration, or related field
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
  • Competitive
  • Enterprising
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
  • Winning Attitude

    • About Company

    As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include :

  • A promise to work with you to build a strong financial future for both you and your clients
  • 73 on Fortune 100 in 2020
  • A leading company with many agents qualifying for MDRT 2 year after year
  • 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 9 / 12 / 19
  • Full benefits when hired and 3 separate pensions

    • New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity

    Lance Gillman, Senior Partner, New York Life

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    Financial Planner • Gilbert, AZ, US