Financial Service Professional

Do 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 training and development program builds successful financial professionals that have a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, stocks/mutual funds, and more. If you have great communication skills and excel at building relationships, we want to hear from you!

$96,000 - $116,500 at plan yearly

• Determine cash flow, income-to-debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Embrace the role of a coachable team player open to continued education and training from other team members
• Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
• Understand the economic markets and use resources to leverage your expertise
• Be there in times of need when clients need us most

• FINRA Series 7/6, SIE, and 63/66 are preferred but not required
• A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products is necessary
• Basic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is needed
• Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Bachelor’s degree in business administration, finance, or a similarly related field is desired but not required

Traits of our most successful Associates:

• Passion to help people
• Integrity
• A successful track record
• Enthusiasm
• Self-discipline
• Resilience
• Goal-Oriented

As a mutual company, with no investors or outside owners, New York Life - Tyson's Corner is uniquely aligned with the client's interests and priorities. We had over 175 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 clients
• #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
• Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/