Personal Financial Planner

Job DescriptionJob Description

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise 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!

Compensation:

$105,000 at plan commission

Responsibilities:

• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives

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 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 clients.

Qualifications:

• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

• To have the ability to build personal relationships with clients and help them reach their financial goals.

About Company

NYL - North Dakota General Office's financial professionals are passionate about helping clients protect their income, preserve wealth, and create financial legacies. In fact, many of our most successful financial professionals are former teachers, nurses, and other natural-born nurturers.

We Offer:

• Retirement Plan
• 401(k) Savings Plan
• Health Coverage
• Income Protection
• Training
• License reimbursement
• Hybrid Position