Financial Services Professional
$60k - $150kNew York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. You will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. Responsibilities: • Guide clients through financial planning processes to help them achieve their goals. • Analyze clients' financial status and develop personalized strategies for wealth management. • Educate clients on investment options, retirement planning, and risk management. • Build and nurture long-term relationships with clients, ensuring trust and transparency. • Collaborate with team members to enhance service offerings and client satisfaction. • Stay informed on industry trends and regulatory changes to provide up-to-date advice. • Conduct regular reviews of clients' financial plans to ensure alignment with their objectives. Qualifications: Are you a leader who has the following traits? • Competitive • Enterprising • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. Compensation: $60,000 - $150,000
• Guide clients through financial planning processes to help them achieve their goals. • Analyze clients' financial status and develop personalized strategies for wealth management. • Educate clients on investment options, retirement planning, and risk management. • Build and nurture long-term relationships with clients, ensuring trust and transparency. • Collaborate with team members to enhance service offerings and client satisfaction. • Stay informed on industry trends and regulatory changes to provide up-to-date advice. • Conduct regular reviews of clients' financial plans to ensure alignment with their objectives.
Compensation:
$60,000-$150,000 per year
$100k
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