We are on the lookout for a hardworking Financial Planner to join our productive team at New York Life - Lance Gillman in Gilbert, AZ.
Growing your career as a Full Time Financial Planner is an awesome opportunity to develop fundamental skills.
If you are strong in presentation, problem-solving and have the right enthusiasm for the job, then apply for the position of Financial Planner at New York Life - Lance Gillman today!
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Responsibilities:Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectationsEstablish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospectsAid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial productsEnsure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice givenCustomize financial plans for each client based on potential life changes and changing financial needs What we're looking for... • We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses• This is not just a sales job—it's a career with purpose and opportunity• You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college• As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clientsQualifications:Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialValid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are requiredRequires a Bachelor's degree in finance, business administration, or related fieldSuperior customer service skills, math skills, relationship skills, and communication skills are preferredRelevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital• Competitive• Enterprising• Coachable• Communicative• Self-disciplined• Authentic• Winning AttitudeAbout Company: As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. We had over 176 years of industry success. Some of our accolades include:A promise to work with you to build a strong financial future for both you and your clients#73 on Fortune 100 in 2020A leading company with many agents qualifying for MDRT 2 year after yearHighest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 9/12/19Full benefits when hired and 3 separate pensionNew York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender IdentityLance Gillman Senior Partner, New York Life Benefits of working as a Financial Planner in Gilbert, AZ:
? Career Growth Potential
? Company offers career progression opportunities
? Leading Industry Pay
