New York Life - Team Golden

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, life insurance, retirement planning, mutual funds, investment options, and more.. If you're entrepreneurial and interested in building a practice that pays dividends, start the application process today!. Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management. The desire to meet new people, find and attend events, and prospect new relationships and business. Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

financial professional

Description We are seeking an eager, coachable, and driven individual to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, life insurance, retirement planning, mutual funds, investment options, and more. If you're entrepreneurial and interested in building a practice that pays dividends, start the application process today! Responsibilities •Serve as a collaborative team player willing to further development through continued training opportunities •Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations •Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management •Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions •Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Qualifications •Must be 18 or older with a valid driver's license and transportation •Life Accident and Health license or the willingness to get it •Strong communication and relationship-building skills •The desire to meet new people, find and attend events, and prospect new relationships and business •Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

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