Financial Planning Consultant Job at New York Life - Todd Couture
$85,000+ at plan
Responsibilities:- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
- Requires a Bachelor’s degree in finance, business administration, or related field
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- 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
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States, and is ranked #71 on the 2019 Fortune 500 list of the largest United States corporations by total revenue.
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
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