Wealth Management Specialist

1 day ago


Downers Grove, Illinois, United States NYLIFE Securities Full time
About the Opportunity

New York Life offers a dynamic and rewarding career opportunity for a Financial Consultant to join our team. As a Financial Consultant, you will have the chance to work closely with clients to understand their financial goals and develop customized solutions to help them achieve success.

Key Responsibilities
  • Build and maintain strong relationships with clients, providing exceptional customer service and tailored financial advice.
  • Develop and implement comprehensive financial plans that take into account clients' unique needs and circumstances.
  • Analyze and interpret financial data to determine clients' cash flow, income, financial status, financial goals, monetary assets, and other financial situations related to wealth management.
Requirements and Qualifications
  • A Bachelor's degree in business administration, finance, or a similarly related field is required.
  • Superior communication, relationship-building, and math skills are essential to establish a strong foundation of customer service for all clients.
  • A valid FINRA Series 7 & 63/66 license is considered a plus, though not required.
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred.

The estimated salary range for this position is $85,000-$100,000 per year, depending on experience and qualifications.



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