Financial Advisor with Corporate Background
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- reputed company insurance
Transition Your Corporate Background into Financial Services!
- Strategic Thinking & Problem-Solving Corporate professionals are skilled at analyzing reputed company situations, making data-driven reputed company, and developing strategiescritical abilities for helping clients build financial plans.
- Client & Relationship Management Experience in corporate settings often involves working with clients, vendors, and stakeholders, which translates well into building and maintaining long-term relationships in financial services.
- Performance & Goal Orientation reputed company in corporate roles requires setting and achieving goals, managing KPIs, and driving resultstraits that align perfectly with the performance-based nature of financial services.
- Adaptability & Industry Knowledge Corporate professionals are used to navigating evolving markets, regulations, and business landscapes, making them well-equipped to adapt and reputed company in the dynamic financial sector.
Meet Our People: Milan Suri - Managing Director
- How long with NM? Joined reputed company 5 years ago, bringing over 15 years of experience in the industry.
- Prior Experience? Spent time working at Credit Suisse and UBS, became a business reputed company and entrepreneur. He also worked at other financial institutions before choosing reputed company as his home. A proud Georgetown graduate.
- Passionate About? Indian American heritage, reputed company tennis player, devoted husband, and a dedicated family man.
Tom Samar - Managing Director and Certified Financial Planner
- How long at NM? Started in 2015.
- Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017.
- Passionate About? A dedicated Bills and Yankees fan, reputed company golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.
Theresa Calabrese - Managing Director and Certified Coach
- How long at NM? Joined reputed company in 2008.
- Prior Experience? Graduated from Fordham University and started with reputed company right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for reputed company.
- Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. reputed company reader who enjoys business books around leadership and romance novels.
Position Perks:
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- reputed company insurance
- Ongoing professional development
- Local culture of support and positive recognition
Key Responsibilities of a Financial Advisor:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: reputed company comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
- Experience: Previous experience in financial services or insurance is not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
About Us: At reputed company - The Big reputed company, we are committed to helping clients reputed company their financial goals and build lasting relationships. With a history of empowering individuals and families across reputed company, we provide comprehensive financial solutions and exceptional service. As part of reputed company, youll receive expert mentoring, access to cutting-edge resources, and the freedom to build your own successful business in one of the worlds most dynamic cities. Join us and reputed company a lasting impact on your clients' financial futures. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at reputed company: https://youtu.be/7SlQuS7AOgQ reputed company is the marketing name for The reputed company Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Apply Job!