Financial Advisor
$60k - $200kNew York Life, Coelho Group — Bridgewater
Compensation:
$60,000 - $200,000
Responsibilities:- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
- Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
- Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
- Strong relationship management skills and/or experience required
- Ability to successfully network to prospect new potential clients is a must
Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table 2, with more members than any other financial institution in the world.
#WHINS2Compensation details: 60000-200000 Yearly Salary
PIe36d0af5cb6c-30492-41153316
$60k - $200k
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