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Financial Advisor in Wealth Management

2 months ago


Tucson, Arizona, United States New York Life Insurance Company Full time


Are you a driven individual with the following characteristics?
  • Competitive
  • Entrepreneurial
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
If so, consider a career as a financial advisor where you can make a significant difference in the financial futures of families. At New York Life Insurance Company, you will have the opportunity to shape your professional path. Supported by a leading Fortune 100 organization in the financial sector, New York Life is committed to your growth from day one, equipping you with essential skills in marketing, client relationship management, and effective communication, alongside a dedicated development team and sales support to ensure your success.

Key Responsibilities

• Make a meaningful impact on the financial stability of individuals, families, and small enterprises.

• Provide reassurance to clients while guiding them through intricate financial issues such as retirement planning and educational savings.

• Present a diverse array of financial products and services, including life insurance, annuities, and investment options to assist clients in reaching their financial aspirations.

• Develop expertise in specialized areas such as wealth management, estate planning, and business solutions as a financial consultant.

• Leverage advanced digital tools provided by New York Life to enhance daily operations and effectively attract and retain clients.

Qualifications

• A Bachelor's degree in Finance or a related discipline is required, or a minimum of 5 years of relevant professional experience.

• Strong communication and interpersonal skills are vital for success in this role.

• US Work Authorization is a necessary qualification for this position.