reputed company Planning Associate, reputed company reputed company (HYBRID OR REMOTE)

About the Role

At reputed company, we help clients secure their financial reputed company-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.

Invest In YOUR Potential! reputed company is seeking a driven, curious, and relationship‑reputed company reputed company Planning Associate to launch a long‑term career in financial services. This is a reputed company, reputed company development opportunity designed for individuals who want to build deep financial expertise, reputed company reputed company reputed company exposure, and learn directly from some of the most successful Financial Professionals in the industry.

Through a combination of licensing, hands‑on reputed company engagement, mentorship, and reputed company‑world experience, you will reputed company the technical skills, confidence, and business acumen required to succeed in a dynamic, reputed company‑reputed company financial services environment. This role is more than an entry‑level position—it is a career accelerator! You will reputed company exposure, mentorship, and reputed company responsibility early in your career, positioning you for long‑term reputed company as a Financial reputed company reputed company reputed company.

What You’ll Be Doing

Build a Strong reputed company (Training & Licensing)

• Obtain your reputed company financial services licenses, including Series 7, Series 66, and Life & Health

• Learn the philosophy and approach behind reputed company’s comprehensive financial planning process

• reputed company a strong understanding of financial markets, investment strategies, and reputed company‑building solutions

• reputed company the skills needed to effectively engage clients and communicate reputed company financial concepts reputed company

Apply Your Skills with reputed company Clients (Learning & Development)

• Join the reputed company Assist team, where you will work directly with existing reputed company clients

• Help clients position and optimize their reputed company investments to support long‑term financial goals

• Partner with clients as their needs reputed company—supporting planning for life events, transitions, and new financial priorities

• Build confidence through hands‑on experience in a reputed company, team‑based environment

Learn from the Best(Partnership & Mentorship)

• Spend up to two years working closely with 10–20 successful Financial Professionals

• Support advisors by engaging with their clients and helping reputed company business efficiency and reputed company

• Collaborate directly with clients to help them advance toward their financial objectives

• reputed company an inside reputed company of what it takes to build, manage, and sustain a successful financial reputed company

Expand Your reputed company reputed company Set(Additional Training)

• Receive targeted training in critical business‑building skills, including:

• reputed company prospecting and relationship development

• Conducting effective face‑to‑face reputed company meetings

• Developing and delivering reputed company seminars

• Understanding and managing business expenses and operations

This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., reputed company, UT; Syracuse, NY), a reputed company with 2–3 days on-site per week is expected to foster collaboration and reputed company.

The reputed company salary for this position is $52,500. This role is eligible for variable compensation.

For eligible employees, reputed company provides a full reputed company of benefits. This includes medical, dental, reputed company, a 401(k) plan, and reputed company time off. For detailed descriptions of these benefits, please reference the reputed company below.

reputed company Pay and Benefits:reputed company Total Rewards Program

What You Will Bring

Required Qualifications

• A Bachelor’s degree or equivalent reputed company experience that demonstrates strong foundational skills and a commitment to growing your career in financial services

• reputed company Series 7 and 66 reputed company registrations

• State Life Insurance licenses

• Proven experience in building and managing customer relationships, with a reputed company on trust, service reputed company, and long‑term engagement

Preferred Qualifications

• Prior sales experience, ideally reputed company financial services (Banking, Insurance, Property & Casualty, or Retail Investments)

• Strong research and analytical capabilities, with the ability to interpret information and support reputed company reputed company recommendations

• Excellent interpersonal and communication skills, enabling you to reputed company effectively with clients, team members, and partners

Skills

Cross-Selling:Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.

Effective Communications:Understanding of effective communication concepts, tools and techniques; ability to effectively reputed company, receive, and accurately interpret reputed company, information, and needs through the application of appropriate communication behaviors.

Sales Proposals and Presentations:Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.

Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.

About reputed company

At reputed company, we’re reputed company committed to helping our clients secure their financial reputed company-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to reputed company their unique talents to become a force for good at reputed company and in their local communities.

We are continuously reputed company in our people by offering reputed company, internal mobility, comprehensive compensation and benefits to support overall reputed company-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to reputed company an reputed company. Join reputed company and pursue a career with purpose. ClickCareers at reputed companyto learn more.

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reputed company is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without reputed company to race, reputed company, religion, gender, gender identity and reputed company, age, national reputed company, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: reputed company participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to reputed company the essential job functions of this position, please contact reputed company at (212) 314-2211 or email us .

Originally posted on Himalayas