Financial Sales Rep Job at New York Life - Bethesda, MD, Bethesda, MD

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

Job Description

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 advisor 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!

Responsibilities

•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
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
•Embrace the role of a structured yet coachable team player open to continued education and training from other team members

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
•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
•Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
•Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

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