Experienced Financial Professional

1 week ago


Tallahassee, United States The Ladders Full time


Are you an Experienced Financial Professional looking to make a significant impact? Join our team at New York Life - Tallahassee - Leon in Tallahassee, FL, US, where the salary ranges from $80,000 to $120,000 yearly.

We are a reputable company committed to empowering our community through financial stability.

As part of our team, you will have the opportunity to work with a diverse clientele, assisting them in achieving their financial goals and securing their futures.

Your expertise will be valued as you provide personalized financial solutions that make a real difference in people's lives. Take the next step in your career with us today.

Responsibilities

  • Develop comprehensive financial plans for clients based on their financial goals and risk tolerance
  • Regularly review and analyze clients' financial portfolios to ensure alignment with their objectives and market conditions
  • Provide personalized financial advice and guidance to clients on insurance, investment opportunities, retirement planning, and wealth management strategies
  • Identify new business opportunities through networking, client referrals, and strategic prospecting efforts
  • Stay up-to-date on industry trends, regulations, and best practices to enhance the quality of financial services provided to clients

Qualifications

  • Bachelor's degree in Finance or a related field
  • Financial Advisor License (Series 6 or 7 and 63)
  • Minimum 2 years of sales experience in the financial services industry
  • Strong background in insurance products
  • US Work Authorization


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