Financial Service Professional

Company: New York Life - Tyson's Corner
Location: Washington
Posted on: May 28, 2023

Job Description:

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!Compensation:$96,000 - $116,500 at plan yearlyResponsibilities: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 objectivesSupport clients' progress toward their financial goals through strategic product, plan, and investment recommendationsServe as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospectsEmbrace the role of a coachable team player open to continued education and training from other team membersCreate customized financial plans for each client based on life stage, professional circumstances, and financial needsUnderstand the economic markets and use resources to leverage your expertiseBe there in times of need when clients need us mostQualifications:FINRA Series 7/6, SIE, and 63/66 are preferred but not requiredA 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 necessaryBasic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is neededExcellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clientsBachelor's degree in business administration, finance, or a similarly related field is desired but not requiredTraits of our most successful Associates:Passion to help peopleIntegrityA successful track recordEnthusiasmSelf-disciplineResilienceGoal-OrientedAbout CompanyAs 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 on Fortune 100 in 2019Most MDRT members in any United States Mutual company 2019Highest 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 7/30/18Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see

Keywords: New York Life - Tyson's Corner, Washington DC , Financial Service Professional, Accounting, Auditing , Washington, DC