Financial Consultant

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation:

$100,000+ yearly

Responsibilities:

• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

Qualifications:

• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or Financial Consultant is needed
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• 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

About Company

As a mutual company, New York Life Oahu is uniquely aligned with the interests and priorities of those we serve. We have over 170 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 clientele

· #71 on Fortune 100 in 2019

· Most MDRT members in any United States Mutual company 2019

· 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 7/30/18