Professional Financial Advisor

3 weeks ago


Atlanta, Georgia, United States New York Life Greater Atlanta Full time

We are seeking a skilled Financial Services Specialist to join our team in the Greater Atlanta area. In this role, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.

Job Description

This position is ideal for individuals with a passion for helping people achieve their financial goals. As a Financial Services Specialist, you will provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial success.

About Our Company

New York Life Greater Atlanta has a long history of providing financial security and peace of mind to individuals, families, and businesses. We are committed to acting with integrity and humanity in all our interactions.

Qualifications

To be successful in this role, you will need to possess strong math skills, communication skills, and relationship skills to support strong customer service for current and new clients. A valid FINRA Series 7 and 63/66 license is also considered a plus.



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