Financial Services Professional

New York Life

Description

Join our team at New York Life, where your expertise as a Financial Services Professional will empower clients to achieve their financial aspirations. You'll be part of a legacy built since 1875, offering you the guidance, support, and resources needed to excel. As a leader in the insurance industry, we pride ourselves on nurturing long-term client relationships and fostering growth opportunities for our agents. Your role will be pivotal in delivering exceptional financial advice, backed by a wealth of industry knowledge and strong communication skills.

We're committed to innovation and employee growth, providing a collaborative and supportive team environment. You'll enjoy the benefits of flexible work arrangements and competitive compensation packages that acknowledge your dedication and success. If you're an experienced advisor with an eye for detail and a passion for helping others, we invite you to apply and be part of a company that values your contributions and invests in your future. Let's shape a better financial future together.

Responsibilities

• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• 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
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications

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

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Vacancy posted 1 day ago

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