Licensed Financial Advisor (Life & Health insurance)NYL - Boston • Westborough, MA, United States
Licensed Financial Advisor (Life & Health insurance)
NYL - Boston • Westborough, MA, United States
10 days ago
Job type
- Full-time
Job descriptionA culture rooted in integrity, professionalism, and client-first values Supportive environment for ongoing education and career growth Access to industry-leading tools, training, and mentorship Develop personalized financial plans for clients based on their individual goals and risk tolerance Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives Provide expert advice on a wide range of financial products and services to help clients make informed decisions Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients Build and maintain strong relationships with clients to foster trust and loyalty in the financial advisor-client partnership Have a life insurance license (required) Health, SIE, and Series 6 Preferred but not required Proficient in financial planning software Strong analytical and problem-solving skills Excellent communication and interpersonal skills Expertise in maintaining and growing client portfolios Ability to conduct client discovery meetings and regular financial reviews Skilled in prospecting, lead generation, and referral development Comfortable with setting and achieving sales targets
Description
Are you a Licensed Financial Advisor passionate about making a lasting difference in people's lives?
Join our team at NYL - Boston , where you'll work alongside a group of dedicated financial professionals committed to guiding clients toward long-term financial success and security. This is more than a job - it's a chance to build meaningful relationships and help individuals and families achieve peace of mind about their financial future.
What You'll Do :
- Deliver personalized financial advice and solutions
- Develop and implement custom financial strategies
- Build long-term client relationships built on trust, transparency, and service
- Stay up to date on financial products, market trends, and regulatory changes
What Sets Us Apart :
Responsibilities
Qualifications
Create a job alert for this search
Financial Advisor • Westborough, MA, United States
Related jobs
This Jobot Job is hosted by : Merwan Zattam.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary : $120,000 - $200,000 per year.We are a nationally recog...Show more
In this role, you will prospect and develop new business opportunities, deliver tailored risk assessments through our proprietary GRIP process, and provide proactive, high-touch client service.At D...Show more
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!.Now Hiring : High-Performing Financial Advisors Who Don’t Prospect.
Are you exhausted from prospecting, cold calling, d...Show more
Family Counseling Associates, part of the Optum family of businesses, is seeking a.As a member of the Optum Behavioral Care team, you’ll be an integral part of our vision to make healthcare b...Show more
Financial Advisor - Central One Federal Credit Union.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients.
This employment opportunity at TruSt...Show more
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...Show more
Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run ...Show more
Financial Aid Advisor / Continuing Students.Join us at Lincoln Tech! We're looking for an experienced Financial Aid Advisor Continuing Students at our Lincoln, RI campus to join our team and help ...Show more
Time freedom, uncapped income, and a team that actually has your back.Join our incredible culture of experienced agents ready to help you take the next step! 🐘 Peterson Life & Wealth is...Show more
Job Description : Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking t...Show more
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.
Our Private Client Financial Advisors (PCFAs) conduct thorough discoveri...Show more
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno...Show more
Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area.
Since 1914, Workers Credit Union has...Show more At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...Show more 
Focus Partners Wealth seeks a motivated and qualified individual for the position of Wealth Advisor.The individual selected for this opportunity will be distinguished in academic and professional a...Show more
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...Show more At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...Show more
Financial Advisor
Jobot • Westborough, MA, US
Full-time
Last updated: 30+ days ago • Promoted
Risk Advisor
Deland, Gibson Insurance Associates Inc. • Wellesley, MA, US
Full-time
Last updated: 4 days ago • Promoted
Finacial Advisor
TradeJobsWorkForce • 02458 Newton, MA, US
Full-time
Last updated: 30+ days ago • Promoted
Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team
United Placement Group • Worcester, MA, US
Full-time
Quick Apply
Last updated: 4 days ago
Licensed Therapist
Optum • Framingham, MA, US
Full-time
Last updated: 30+ days ago • Promoted
Financial Advisor - Central One Federal Credit Union
LPL Financial • Shrewsbury, MA, US
Full-time
Last updated: 30+ days ago • Promoted
Licensed Behavioral Health Therapist
LifeStance Health • Westminster, MA, US
Full-time
Last updated: 30+ days ago • Promoted
Financial Solutions Advisor Registration Candidate - Burlington Mall Financial Center
Bank of America • Burlington, MA, US
Full-time
Last updated: 3 days ago • Promoted
Financial Aid Advisor / Continuing Students
Rhode Island Staffing • Lincoln, RI, US
Full-time
Last updated: 19 hours ago • Promoted • New!
Life Insurance Broker (Remote) | Licensed and Unlicensed Welcome
Peterson Life & Wealth • Nashua, NH, US
Remote
Full-time +1
Quick Apply
Last updated: 30+ days ago
Financial Planning Associate
Fidelity Investments • Smithfield, RI, United States
Full-time
Last updated: 30+ days ago • Promoted
Private Client Financial Advisor
Citizens • Weston, MA, United States
Full-time
Last updated: 30+ days ago • Promoted
Financial Advisor Series 7, 65 or 66
San Blas Securities • Greater Boston, MA, MA, US
Full-time
Quick Apply
Last updated: 30+ days ago
Financial Advisor
Atria Wealth Solutions • Lunenburg, MA, US
Full-time
Quick Apply
Last updated: 30+ days ago
Licensed Marriage and Family Therapist (LMFT)
LifeStance Health • West Groton, MA, US
Full-time
Last updated: 29 days ago • Promoted
Wealth Advisor
Focus Financial Partners • Needham, MA, US
Full-time
Last updated: 30+ days ago • Promoted
Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Woodville, MA
LifeStance Health • Woodville, MA, US
Full-time +1
Last updated: 1 hour ago • Promoted • New!
Licensed Therapist (LCSW, LICSW, LMHC, LMFT) - Billerica, MA
LifeStance Health • Billerica, MA, US
Full-time +1
Last updated: 1 hour ago • Promoted • New!