Associate Financial Advisor - New York Life - Lansing/Ann Arbor : Job Details

DescriptionDo 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•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions•Serve as a collaborative team player willing to further development through continued training opportunities•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals•Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth managementQualifications•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired•Valid FINRA Series 7 & 63/66 preferred but not required•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers•A Bachelor's degree in finance, business administration, or alternate related analytical field is required•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary