Financial Advisor

Company: New York Life - Minnesota
Location: Eden Prairie
Posted on: May 25, 2023

Job Description:

Do you feel like you earn what you are worth?

Do you see yourself retiring from your current role and/or company?

Are you today where you thought you'd be 3-5 years ago?

We are seeking an eager, strategic, and competitive financial advisor for a position that offers room for advancement and a great 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, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities:
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
--- Serve as a collaborative team player willing to further development through continued training
--- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
--- 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
--- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications:
--- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
--- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

About Company:
About New York Life - Minnesota

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors.

We're proud of our financial strength.

A++ Superior (A.M. Best)AAA Exceptionally Strong (Fitch)We're proud of our position in the industry.

Training Magazine 2021: Top Companies for Learning and DevelopmentFortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World's Most Admired Companies list for Insurance: Life and Health.2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognizedLATINA Style 2019: Company of the Year

Keywords: New York Life - Minnesota, Eden Prairie , Financial Advisor, Accounting, Auditing , Eden Prairie, Minnesota