Are you a driven and detail-oriented individual with a passion for financial planning? Do you thrive in a fast-paced and dynamic environment? New York Life is seeking a Financial Planning Specialist to join our team and help our clients achieve their financial goals. As a leading provider of insurance and financial services, New York Life is dedicated to helping individuals and businesses build a secure financial future. If you have a strong background in financial planning and a desire to make a positive impact, we want to hear from you. Join us and be a part of a team that is committed to excellence and making a difference in people's lives.
- Conduct financial planning consultations with clients to assess their current financial situation and identify their goals and needs
- Develop personalized financial plans for clients based on their individual needs and objectives
- Educate clients on various financial products, services, and strategies that can help them achieve their goals
- Collaborate with other team members, including agents and advisors, to provide comprehensive financial planning solutions for clients
- Stay up-to-date on market trends, regulations, and best practices in the financial planning industry
- Utilize financial planning software and tools to analyze and present data to clients
- Build and maintain strong relationships with clients by providing excellent customer service and support throughout the financial planning process
- Assist clients with the implementation and maintenance of their financial plans, including monitoring and adjusting as needed
- Adhere to all company policies, procedures, and ethical standards while conducting financial planning activities
- Continuously seek new opportunities to grow and expand the financial planning business, including networking and prospecting for new clients.
Bachelor's Degree In Finance, Accounting, Or A Related Field
Certified Financial Planner (Cfp) Designation
Minimum Of 3-5 Years Of Experience In Financial Planning Or Wealth Management
Strong Knowledge Of Investment Products, Insurance Policies, And Retirement Planning Strategies
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Client Relationships.
Budgeting
Financial Analysis
Investment Management
Risk assessment
wealth management
Asset allocation
Retirement planning
Cash flow management
Estate Planning
Tax Planning
Client
Insurance Knowledge
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Financial Planning Specialist is between $60,000 to $80,000 per year. However, factors such as location, experience, and employer can greatly impact the salary range for this position. In some cases, Financial Planning Specialists can earn upwards of $100,000 per year with additional bonuses and incentives.
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New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.
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