Financial Advisor

1 week ago


Santa Fe, New Mexico, United States New York Life Full time
Job Title: Financial Advisor

We are seeking a highly skilled and experienced Financial Advisor to join our team at New York Life. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.

Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their unique financial situations and goals.
  • Provide expert advice on investment strategies, retirement planning, and wealth management.
  • Build and maintain strong relationships with clients, understanding their financial needs and concerns.
  • Stay up-to-date with industry trends and developments, ensuring that clients receive the best possible advice.
  • Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial solutions.
Qualifications:
  • Bachelor's degree in finance, business, or a related field.
  • Professional certifications, such as CFP or CPA, are highly desirable.
  • Minimum 3-5 years of experience in financial services, with a proven track record of success.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.


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