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Financial Planner
Elite Partners
- New York, New York, United States
- New York, New York, United States
Über
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Create customized financial plans suitable for each client based on potential life changes and changing financial needs Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies that are suitable based on the client's risk tolerance Present a variety of financial services and products, such as retirement planning, wealth building, investments, college savings, and insurance options Provide clients with education or financial tactics and industry best practices to ensure comprehension of available choices Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets Engage in continuous training programs to enrich financial expertise and capabilities Have the opportunity to advance into leadership and managerial positions as your career evolves Qualifications
Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Strong analytical, communication, and interpersonal skills required; customer service experience is a plus Must have the ability to learn and understand state and federal regulations that affect the financial industry as a whole Relationship skills, communication skills, and customer service skills are crucial Must be authorized to work in the United States, have a U.S. phone number, and a valid U.S. residence Job seekers must already have or be willing to get licensed in the financial sector Current professional license FINRA Series 6 and 63 or equivalent is a plus Compensation
$65,000 - $85,000 at plan commission
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Sprachkenntnisse
- English
Hinweis für Nutzer
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