Financial Specialist

3 weeks ago


Westborough, Massachusetts, United States New York Life NYLIFE Securities LLC Full time
Job Summary

We are seeking a Financial Specialist to provide personalized investment solutions to help clients achieve their long-term financial goals.

Estimated Salary: $80,000 - $110,000 per year

Job Description

The successful candidate will be responsible for advising clients on investment strategies and other financial decisions. This includes assessing clients' assets, liabilities, and overall financial conditions, preparing presentations that recommend various financial products, reviewing and communicating portfolio performances to clients, and building relationships with new and existing clients.

To excel in this role, you will need previous experience in banking, financing, or other related fields, familiarity with investment products and services, strong analytical and critical thinking skills, and excellent written and verbal communication skills.



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