Financial Planning Expert

3 weeks ago


Bethesda, Maryland, United States New York Life - Bethesda, MD Full time
Financial Planning Expert:

As a Financial Planning Expert at New York Life, you will play a critical role in helping our clients achieve their financial goals. We are seeking a highly skilled and motivated individual to join our team, who possesses excellent communication and analytical skills, and a passion for delivering exceptional customer service.


In this role, you will be responsible for:

  • Create customized financial plans that meet each client's unique needs and objectives
  • Develop and implement targeted marketing campaigns to attract new clients and grow our business
  • Stay up-to-date on industry trends and regulatory changes to provide expert guidance and recommendations to clients


We offer a competitive salary range: $80,000 - $100,000+ at plan yearly, and a comprehensive benefits package, including medical, dental, and vision insurance.



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