Licensed Financial Advisor

Join our team as a Licensed Financial Advisor and make a meaningful impact on the financial futures of clients. At New York Life Insurance - Hui Ling Zhang, we empower you to provide personalized advice, helping individuals and families achieve their financial goals with confidence. You'll have access to a robust suite of resources and support from a trusted industry leader, allowing you to build strong, lasting relationships with your clients. We value integrity, collaboration, and the drive to succeed, and we're committed to fostering a supportive environment where your professional growth is prioritized. Let's grow together and make a difference in the lives of those we serve. Responsibilities: • Guide clients in developing personalized financial plans that align with their life goals. • Analyze clients' financial status, including income, expenses, and investments, to offer tailored advice. • Educate clients on various insurance products and investment options, empowering them to make informed decisions. • Build and maintain strong, trusting relationships with clients through regular communication and follow-ups. • Collaborate with our team to stay updated on industry trends and regulatory changes, ensuring the best advice for clients. • Utilize our comprehensive suite of resources to enhance client service and streamline financial planning processes. • Conduct financial reviews and adjust strategies as needed to keep clients on track towards their objectives. Qualifications: • Experience in financial planning and advising, with a focus on personalized client solutions. • Ability to analyze complex financial data and provide clear, actionable advice. • Proven track record of building and maintaining strong client relationships through effective communication. • Licensed in the state of New York as a Financial Advisor, with a deep understanding of local regulations. • Strong knowledge of insurance products and investment options, with the ability to educate clients effectively. • Ability to collaborate with team members to stay informed on industry trends and regulatory changes. • Proficiency in utilizing financial planning tools and resources to enhance client service and streamline processes. Compensation: $75,000 – $120,000 at plan commission

• Guide clients in developing personalized financial plans that align with their life goals. • Analyze clients' financial status, including income, expenses, and investments, to offer tailored advice. • Educate clients on various insurance products and investment options, empowering them to make informed decisions. • Build and maintain strong, trusting relationships with clients through regular communication and follow-ups. • Collaborate with our team to stay updated on industry trends and regulatory changes, ensuring the best advice for clients. • Utilize our comprehensive suite of resources to enhance client service and streamline financial planning processes. • Conduct financial reviews and adjust strategies as needed to keep clients on track towards their objectives.

Compensation:
$75,000-$120,000 per year