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Financial Advisor in Wealth Management
2 months ago
Are you a driven individual with the following characteristics?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
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.