Certified Financial Planner

New York Life - St. Louis

Certified Financial Planner

St. Louis, MO
Paid
  • Responsibilities

    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 successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. 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 Qualifications: • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Compensation: $79,500 - $106,500 at plan yearly