Financial Reporting Associate jobs in Santa Fe, NM

$70,000 yearly At Plan Earnings

• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations

What is expected of our Agents?

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships, with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time

• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Bachelor’s degree in business administration, finance, or related field is required

Desired Skills and Experience

• 4-year College Degree (Recommended)
• Candidate must be an accomplished communicator with strong verbal and written skills
• Prior sales and/or business experience preferred
• Business mindset
• Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment
• Purpose-driven goals

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.