Entry-Level- Financial Professional

Entry-Level- Financial Professional NewYorkLife/ NYLIFE Securities LLC Lafayette, LA Job Details $80,000 - $120,000 a year 4 hours ago Benefits Life insurance Qualifications Customer communication Financial services Full Job Description At NewYorkLife, we believe in empowering individuals and safeguarding futures. With over 180 years of experience, our mission is to help families achieve their financial goals and protect their loved ones. As a Financial Planner with our team, you'll provide expert guidance to clients, using your analytical skills and customer service acumen to foster long-term relationships. Your role will involve advising clients on financial strategies to make informed decisions, enhancing their financial well-being and ours. We're committed to innovation and value, ensuring clients always receive the best. Our supportive culture offers flexibility, competitive compensation, and opportunities for career development. If you have a proven track record in financial advising and are eager to grow with us, we invite you to start your application today and be part of a legacy that prioritizes clients and community.

Compensation:

$80,000 - $120,000 yearly

Responsibilities:

Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Design customized financial plans suitable for each client based on potential life changes and changing financial needs Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects

Qualifications:

Superior customer service skills, math skills, relationship skills, and communication skills are preferred Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. We're proud to be recognized by the following organizations. Fortune 2024: World's Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America's Best Employers for

Diversity, Seramount:

2024 Best Companies for Multicultural Women. We're proud of the help we've provided and continue to provide clients. 5.1 million lives protected (includes all owners of individual life insurance and annuity policies)