Financial Advisor / Financial Planner / Consultant at Long Island

Job Description

______________________________________________________________________________

Financial Planner / Financial Advisor / Investment

______________________________________________________________________________

Our client in the Financial services industry is seeking an experienced and highly motivated Financial Planner / Financial Advisor for theirNY/LI Area locations.

The experienced Financial Planner / Financial Advisor will be responsible for:

• Work with active client base to provide sound financial advice.
• Capable of developing relationships with new clientele and providing guidance.
• Utilize networking skills to deliver on business goals.

This opportunity is NOT structured as an independent contractor. The "ideal" candidate would take advantage of a guaranteed income, benefits, support in marketing and sales, and a generous sign-on check.

Job Requirements

______________________________________________________________________________

Financial Planner / Financial Advisor / Investment Requirements

______________________________________________________________________________

• A Bachelors degree.
• NASD Series 7,NASD Series 24,65 or 66, andNY Life and Health licenses are required.
• CFP or CFA designation preferred.
• Successful financial planning background and thorough knowledge of investment products.
• Possess the ability to profile consumer and small business clients for product sales and opportunities
• Participates in sales activities such as business development calls, sales meetings and profiling clients all with appropriate follow through.
• Basic understanding of Financial Markets.
• Ability to learn in a fast-paced environment.
• Interpersonal skills, ability to easily build relationships.
• Ethics and Integrity.
• Professional appearance and manners.
• Strong written and oral English communication skills.
• Self-motivation, financially driven.
• Customer service focused mentality.
• Basic Computer skills / Microsoft Office Suite.

Country: USA, State: New York, City: Long Island, Company: Global Recruiters Network - Buffalo.