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Financial Services Professional
4 months ago
Join our team in Petersburg, VA as a motivated and committed Personal Financial Professional at NY LIFE. In this role, you will provide extensive financial advice and support to individuals, families, and business owners, assisting them in achieving both their short-term and long-term financial objectives. As part of our team, you will benefit from the support of a skilled group, gain access to a wide range of financial options, and have the opportunity to earn a competitive salary based on your dedication and performance. Start your journey with us today and become a valued team member in an environment that recognizes your efforts and encourages your progression within the field.
Responsibilities
•Develop customized financial plans tailored to clients' short-term and long-term financial goals in Petersburg, VA.
•Assist individuals, families, and business owners in creating and managing budgets, exploring investment opportunities, and selecting optimal saving and investing strategies.
•Stay updated on financial market changes and provide regular reports to clients.
•Utilize financial tools and software to analyze and suggest suitable investment options for clients in Petersburg, VA.
•Maintain accurate and detailed records of all client transactions and accounts.
Qualifications
•A Bachelor's degree in business, finance, or a related field is required for this position in Petersburg, VA, US.
•Candidates should possess at least 2 years of sales experience.
•Excellent communication and interpersonal skills are essential qualities for this role.
•Applicants must have US Work Authorization to be considered for this Financial Services Certified Professional position.
