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Form of workJob Description
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:- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and Financial Planning software is essential
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
