Financial Counselor

3 weeks ago


Roseville, United States New York Life Investments Full time
Job DescriptionJob Description

We are seeking a Financial Counselor to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

Qualifications:

  • Previous experience in banking, financing, or other related fields
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills


  • Roseville, United States Placer County Full time

    **Salary** - $27.57 - $34.42/hour; $4,778.80 - $5,966.13/month; $57,345.60 - $71,593.60/year **Department** - Health and Human Services **Job Type** - Open **Date Opened** - 4/19/2024 08:00:00 AM **Filing Deadline** - Open Until Filled **Employment Type** - Temporary/Extra Help**Work Location** - Auburn, California (Applegate, Auburn, Colfax,...


  • Roseville, United States RightWorks Staffing, Inc Full time

    Our client provides mental health counseling, housing services, and employment assistance to adults, children, and their families. With locations all throughout Northern California and an almost 50 year history, these programs offer an opportunity to make a profound impact on the lives of hundreds, even thousands, of individuals. This position is based out...


  • Roseville, United States RightWorks Full time

    Our client provides mental health counseling, housing services, and employment assistance to adults, children, and their families. With locations all throughout Northern California and an almost 50 year history, these programs offer an opportunity to make a profound impact on the lives of hundreds, even thousands, of individuals. This position is based out...


  • Roseville, United States RightWorks Staffing Full time

    Our client provides mental health counseling, housing services, and employment assistance to adults, children, and their families. With locations all throughout Northern California and an almost 50 year history, these programs offer an opportunity to make a profound impact on the lives of hundreds, even thousands, of individuals. This position is based out...


  • Roseville, United States RightWorks Staffing Full time

    Our client provides mental health counseling, housing services, and employment assistance to adults, children, and their families. With locations all throughout Northern California and an almost 50 year history, these programs offer an opportunity to make a profound impact on the lives of hundreds, even thousands, of individuals. This position is based out...