Financial Services Professional

New York Life

Description

Licensing and training provided

Join us at New York Life, where we empower you to grow as a Financial Services Professional. You'll advise clients, helping them make informed, profitable decisions to achieve their financial goals. We provide the resources, support, and guidance you need to excel in this role. With a legacy of industry leadership since 1875, we prioritize your development and success. Let's build a future where your expertise aligns with our dynamic, client-focused approach. If you're ready to make a meaningful impact and grow your career, we invite you to start your application today!

Responsibilities

• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Customize financial plans for each client based on potential life changes and changing financial needs
• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

Qualifications

• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Bachelor's degree in business administration, finance, or related field is required
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required

Apply

Vacancy posted 2 days ago

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