Financial Advisor

Job Description

Job Description

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Compensation :

$140,500 at plan earnings

Responsibilities :

• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations

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