Expert Financial Services Specialist for the Charlotte Area

5 days ago


Charlotte, North Carolina, United States New York Life - Matthews Full time
Unlock Your Potential as a Financial Expert

We are seeking an experienced financial professional to join our team in the Charlotte area. As a key member of our organization, you will have the opportunity to create customized financial plans tailored to assist clients in achieving their specific financial objectives.

About the Role

This is an exciting opportunity to leverage your expertise in financial planning and sales to drive success in the Charlotte market. You will be responsible for delivering in-depth financial assessments to clients and proposing personalized strategies to meet their individual requirements effectively.

We are looking for someone with a strong foundation and expertise in financial planning, who can establish and maintain robust client relationships and provide expert financial advice and guidance.

What We Offer

New York Life offers a comprehensive compensation package, including a salary range of $65,000 - $151,000 yearly, depending on experience. In addition, we offer opportunities for growth and development, as well as a supportive work environment that encourages collaboration and innovation.

About Us

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 long-term success for our clients, and we are constantly innovating and looking ahead to find more ways to increase value for them. Our commitment to excellence and our dedication to making a positive impact in the communities we serve make us an ideal partner for individuals who share our values.



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