Position with Top New York Financial Services Agency
One of my agency manager friends in the Manhattan financial services industry has asked me to reach out to my readers and gather resumes for a position they have available in the agency. What they’re looking for is someone who can come on board and prepare financial planning reports for the clients of the agency’s high producers. The producer gathers the necessary information, and the Financial Planning Coordinator (I actually don’t know what the exact title is) will enter the information into the software, manipulate and analyze the data, develop recommendations and alternate savings and investment strategies, and print and bind the report for the producer to review with the client. So the person already needs to be computer savvy, of course, and have basic knowledge of the insurance and financial services industry. The new hire will be expected to complete the CFP series of courses on a timely schedule, and grow in the position so as to be able to (within two years) begin teaching the financial advisors on current strategies for minimizing taxes and maximizing returns, and reducing risk, etc. The position is part salary, and part a percentage of the commissions which may be earned by the producer which come from the financial plan. So it’s a great position with a great company, and an opportunity to make a lot of money. You’ll need to have your life and health licenses, and the Series 7, since you’ll be making recommendations as to portfolio allocation and products, etc.
If you’re interested, send your resume to me at RBryan@RickBryan.com, and I’ll pass it along. Good luck.