Overview:

Global NY based financial services organization seeking entrepreneurial, creative, energetic high achievers for the position of Financial Planner. There are multiple positions available at various organizational levels depending on experience. Company offers attractive commission structure and benefits package.

This position offers financial planning advice to individual and business clients to help them meet their financial goals and objectives. In this position, you will be able to offer an array of innovative products and services including investments, annuities, mutual funds, life insurance, disability income insurance, property and casualty, and small business products.

Responsibilities:

• Devise and execute business development strategies to attract and acquire new clients
• Analyze clients' financial needs and goals
• Conduct needs analyses to determine clients' financial and insurance needs and design an insurance program for the client.
• Understand and effectively explain complex information in simple, easy to understand terms to clients and provide them options and assist them in comparing merits of different plans
• Provide guidance to clients (individuals and businesses) regarding the advantages and disadvantages of different investment products
• Implement, and continually review, financial strategies designed to assist clients pursue their long-term financial goals
• Make sales presentations, including options, to clients to obtain a commitment to purchase.
• Collaborate with team members to frame and implement financial plans depending on individual requirements and financial situation and resolves issues
• Ensure compliance with various policies, guidelines, and other regulations

Qualifications:

• Bachelors Degree, preferably in Business, Finance, or Marketing
• Financial services experience in investment, insurance, tax and estate planning a plus
• 5+ years experience in financial services
• Excellent oral and written communication skills, ability to interact with variety of clientele and maintain rapport with clients and prospects
• Diploma in Financial Planning or appropriate financial planning examinations
• CFP, CLU