Job description

Financial Services Professional
We are seeking a Financial Advisor to join our team!

As a Financial Advisor for New York Life, you'll be trained to build meaningful relationships with your clients. You'll help them make good decisions that will promote financial security for them and their loved ones for generations to come. You'll experience all the rewards that come with making a real difference in people's lives, and helping them achieve their financial goals.

This is your chance to bring about a positive change-both in your life, and in the lives of others. We don't just offer jobs, we offer meaningful careers with opportunities for advancement, flexibility, significant income potential, and being in a position to improve the lives of clients.

Fortune 100 company with a 175-year history of helping our clients. Named one of America's 2019 "Great Places to Work."

Responsibilities:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets and overall financial conditions
• Conduct Meeting with Clients
• Client Acquisition
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

Qualifications:

• Self disciplined work ethic with the ability to create and maintain your own schedule
• Ability to learn financial products
• Coachable with the ability to work individually and as part of a team
• Goal Oriented
• Excellent verbal communication skills

Related keywords: finance, financial advisor, Agent, sales, manager

Job Type: Full-time

Pay: $60,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Education:

• Bachelor's (Preferred)

Experience:

• Financial Concepts: 1 year (Preferred)

Work Location: In person

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