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This growing and successful financial practice is seeking an individual with experience in financial services and/or personal finance to function as a case development and planning associate. If you are an analytical self-starter and thrive within a multi-tasking environment, we would like to talk with you. Visit our web site at www.finresllc.com.
Key duties & responsibilities
• Interact with prospective clients through appointments and working sessions
• Utilize financial planning software to gather, input, organize, and evaluate data (i.e., client financial statements and relevant documents), and prepare the following financial recommendations (with financial advisor's guidance) for the client: – Summaries of the client’s goals and objectives, cash flow and balance sheet, and financial gaps – Summary of miscellaneous financial planning techniques the client should be aware of or consider – Calculations summarizing the client’s risk management needs, including disability and life insurance – Calculations summarizing the client’s liquidity and survivor’s income needs in the event of a premature death
• Prepare final reports, analyses, and proposals (with financial advisor’s guidance) for periodic client appointments, as well as managing and scheduling these appointments • Support current clients by updating their financial plans and profiles through enhanced reporting on their continued needs, and develop presentation materials for business reviews
• Assist with client marketing via social media initiatives Skills/qualifications
• Bachelor’s degree or equivalent
• Two+ years of working on financial plans, investment background (mutual funds and annuities), and/or life insurance concepts
• Mathematics: Ability to read and analyze existing financial documents and spreadsheets
• Proficient in Microsoft Office
• Superior technical skills and comfort level with financial planning software (eMoney), as well as investment analytical tools, like Morningstar Advisor Workstation
• FINRA Series 7, 63 and 65, or 66
• Strong financial planning background
• Ability to understand financial planning concepts, recognize/read personal and corporate financial documents, take direction, “brainstorm” with financial advisor, and facilitate interaction with outside resources
• Strong analytical skills with background in computer systems, mathematics, economics, or finance preferred
• Excellent listening, oral, and written communication skills, including presentation and interpersonal skills
• Ability to communicate persuasively and effectively to a wide range of clients
• Dedicated commitment to providing superior customer service with a focus on quality
• Strong client focus with ability to independently and proactively analyze and resolve customer service issues in a timely manner Competitive salary will be commensurate with experience and qualifications.
This position is with an independent agent of New York Life and not the New York Life Insurance Company. E/O/E M/F/D/V/SO/GI
We work in the fields of insurance, investments, retirement and financial planning, with both individuals as well as businesses. It is our firm commitment to help our clients build, protect, and preserve their assets.