Financial Advisor

Company: New York Life - Arkansas
Location: Bentonville
Posted on: May 28, 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 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, 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 opportunities
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:
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 long-term success for our clients

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 - Arkansas, Springdale , Financial Advisor, Accounting, Auditing , Bentonville, Arkansas