Licensed Financial Advisor

3 weeks ago


Tulsa, United States New York Life - Tulsa Full time
Job DescriptionJob Description

Are you a Licensed Financial Advisor looking to make a difference in people's lives? Join New York Life - Tulsa in Tulsa, OK, US, where we value integrity, trust, and excellence. With a competitive compensation, you'll be part of a team dedicated to helping clients achieve their financial goals. At New York Life - Tulsa, you'll have the opportunity to provide personalized financial solutions, build lasting relationships, and make a real impact in your community. Be part of a company that values your expertise and offers a supportive environment for professional growth. Join us in shaping a secure financial future for our clients.

Compensation:

$80,000 at plan yearly

Responsibilities:
  • Develop personalized financial plans for clients based on their goals and risk tolerance.
  • Regularly review and adjust client portfolios to ensure alignment with their financial objectives.
  • Provide expert advice on investment options, retirement planning, and insurance products.
  • Stay informed about market trends and financial regulations to best serve clients' needs.
  • Build and maintain strong relationships with clients to foster trust and loyalty.
Qualifications:
  • 3+ years of experience in financial advising.
  • Licensed Financial Advisor.
  • Life Insurance Broker Licenses.
  • Strong understanding of insurance products.
  • Excellent interpersonal communication skills.
About Company

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.


We’re proud of our financial strength

• A++ Superior (A.M. Best)

• AAA Exceptionally Strong (Fitch)

• Aaa Exceptional (Moody’s)

• AA+ Very Strong (Standard & Poor’s)


New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity



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