Certified Financial Planner
New York Life
- Saint Louis, MO
- Permanent
- Full-time
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
New York Life, a prestigious Fortune 100 company with a 179-year legacy, is a global leader in financial services, ranked as the 26th largest money manager worldwide. Renowned for our highest financial strength ratings and a holistic approach to client service, we offer comprehensive support through all stages of financial planning. Our commitment to excellence provides a rewarding career path in financial services, inviting you to be part of our enduring success story.