Financial Advisor
New York Life
Role Description This is a full-time hybrid role based in the Atlanta Metropolitan Area, with some flexibility for remote work. As a Financial Advisor, you will provide personalized financial advice and solutions to clients, which may include retirement planning, investment strategies, insurance solutions, and wealth management. Typical responsibilities involve meeting with clients to understand their financial goals, developing tailored strategies, monitoring financial plans, and building long-term relationships. You will also need to stay up-to-date on market trends and maintain compliance with industry regulations. Qualifications Strong financial planning and advisory skills, including experience with insurance, investments, and retirement solutions. Proficiency in sales strategies, relationship management, and client acquisition techniques. Analytical skills for financial forecasting, market analysis, and creating tailored financial strategies. Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly. Self‑motivated with a results‑driven mindset and a commitment to continuous learning and professional development. Minimum of a Bachelor’s degree in Finance, Business Administration, or a related field. Relevant certifications such as CFP, Series 6 or 7 license, or the willingness to obtain necessary licensing within a determined timeframe. Experience with financial tools and software; knowledge of CRM systems is a plus. New York Life is an Equal Opportunity Employer. #J-18808-Ljbffr New York Life
Vacancy posted 1 day ago
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