Associate Financial Planner

4 days ago

City Of Melville, Australia WizeHire, Inc Full time

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

Responsibilities

- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications

- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

Compensation

$75,000 - $125,000 yearly

About New York Life...

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 are focused on the long-term success of clients.

We’re proud of our financial strength.5

- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA+ Very Strong (Standard & Poor’s

We’re proud to be recognized by organizations that also value diversity.

- Human Rights Campaign: 2022 Corporate Equality Index
- Latino Leaders 2022 Best Companies for Latinos to Work For

#J-18808-Ljbffr

  • Financial Adviser – Associate | Gold Coast

    6 days ago

    Gold Coast City, Australia Personal Choice Financial Advisors, LLC Full time

    As the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients. Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and...

  • Financial Planner

    1 week ago

    Melbourne City Centre, Australia HAYS Full time

    This mullti-award financial advisory firm is seeking to hire advisers to join their growing team in Melbourne! **Your new company** An exciting opportunity exists for an ambitious, professional and highly motivated Financial Planner to join a Financial Advisory Firm. Flexible working conditions and a competitive pay rate **Your new role** - Grow the...

  • Urgent: Senior Financial Planner – $140-150k Sydney

    3 weeks ago

    City of Parramatta Council, Australia 4 Unternehmen 1 Philosophie Full time

    Fantastic opportunity for an experienced Senior Financial Planner to join a well established firm with multi offices in NSW. This is a new role created to support the continued growth of the business. Take home a high percentage of new client revenues as a reward for growing the business. Apply your professional capabilities in a highly focused financial...

  • Capacity Planner

    2 weeks ago

    City of Melbourne, Australia Zinfra Group Full time

    Overview Who We Are Zinfra is a leading partner in the design, build, operation and maintenance of Australia’s energy and utilities infrastructure. Delivering a $1B portfolio annually, the work we do is essential to bringing energy to our communities safely and reliably, while powering the nation’s energy transition. With a diverse workforce of more...

  • Associate Adviser

    2 weeks ago

    City of Melbourne, Australia Programmed Full time

    Associate Adviser - Financial Planning Our client is a well-established, multidisciplinary accounting firm seeking to expand its growing Financial Planning team. This is an excellent opportunity for an ambitious professional looking to build a long-term career in financial advice within a supportive and collaborative environment. About the Role As an...

  • Strategic Planner

    3 weeks ago

    City of Brisbane, Australia Moreton Bay Regional Council Full time

    - 3x Strategic Planner positions available across different teams - From $73,058pa up to $98,418pa + 12% super Qld Local Government Industry Award (Stream A) - Level 3 up to Level 5 of EBA5 The appointed wage level will be dependent upon the successful candidate's level of experience, skills and qualifications. - 72.5 hour fortnight - Hybrid, flexible...

  • Only 24h Left: Lead Business Planner, Pacific

    3 weeks ago

    City of Melbourne, Australia Nike Full time

    WHO YOU WILL WORK WITH The Lead, Business Planner will report to the Sales Planning Director and work closely with the wider team of Business Planners/Assortment Planners and succeed through their ability to collaborate and drive best practice. The Lead, Business Planner will work cross functionally with Marketplace, Merchandising and Supply Chain teams to...

  • Financial Center Manager

    2 weeks ago

    Melville, Australia Flagstar Bank Full time $64,229 - $102,436 per year

    Position TitleFinancial Center ManagerLocationMelville, NY 11747Job SummaryThe Financial Center Manager manages the daily operations of the financial center and supports Private Client Groups by servicing client needs in accordance with all applicable Bank policy and procedures.Pay Range: $64,02-$83,229-$102,436Pay Range: Local Minimum Wage - $0.00 -...

  • Planner- Apparel Merchandise

    2 weeks ago

    City of Melbourne, Australia Kmart Group Full time

    Brighter Futures Start Here We are an inclusive team who power two of the most iconic and loved brands, Kmart and Target. We have more than 50,000 passionate individuals across our stores, distribution centres, and offices around the globe. With our brands touching the lives of almost two million customers every week, you’ll feel the impact of the work...

  • Associate Urban Planner

    3 weeks ago

    Wagga Wagga City Council, Australia Planning Institute Australia Full time

    Habitat Planning is seeking an Associate Urban Planner to lead our Wagga Wagga office, in the beautiful Riverina region of NSW. This is an exciting opportunity for an experienced and driven professional ready to take the next step in their career. We’re looking for someone with proven experience in urban planning who understands the private and public...