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Associate Financial Planner

Company: New York Life - Greater Sacramento
Location: Rocklin
Posted on: May 14, 2024

Job Description:

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Responsibilities:

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


Qualifications:

--- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
--- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
--- A required Bachelor's degree in business administration, finance, or similarly related field
--- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary


About Company:
New York Life Insurance Company (NYLIC) is the largest mutual company in the United States. It was founded over 175 years ago and is headquartered in New York City. New York Life and its subsidiaries provide comprehensive insurance, investment advisory, and retirement solutions that help people at all stages of life achieve financial security, delivered through financial specialists nationwide. New York Life is a mutual company, meaning it is not traded on the stock exchange, it doesn't have shareholders, and it doesn't answer to Wall Street.

Keywords: New York Life - Greater Sacramento, Rocklin , Associate Financial Planner, Accounting, Auditing , Rocklin, California

Click here to apply!

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