Financial Consultant

Job Description

Job Description

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation :

$140,500 at plan earnings

Responsibilities :

• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

What we’re looking for...

Qualifications :

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include :

New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity

Lance Gillman, Senior Partner, New York Life