Experienced Financial Services Professional

Job Description

Job Description

Are you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

$115,000

• Identify, seek, and establish prospects continuously, and create strong relationships with new clients as their trusted advisor
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Provide exceptional customer service to existing clients; track and monitor co mmunications in the client file, including strategies and financial advice given

• Bachelor’s degree in business administration, finance, or a related field is required
• Valid professional license, CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards), and FINRA Series 7 and 66 are required
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Comp uter proficiency, including MS Office, Google Suite, CRM systems, and financial planning software, is vital

Keeping a promise to help you protect and prosper for over 175 years

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

We are the largest mutual insurer in the U.S .

New York Life is the nation’s largest mutual life insurance company, and our policy owners are at the center of everything we do. We answer to our policy owners, not to Wall Street.

We answer to our policy owners, not to Wall Street

New York Life is a mutual company, meaning we are not traded on the stock exchange, we don't have shareholders, and we don't answer to Wall Street. We answer to and operate for the benefit of current and future policy owners.