Financial Services Professional

5 days ago


Melville, New York, United States New York Life Full time
Financial Advisor Job Description

We are seeking an experienced financial advisor to join our team at New York Life. As a financial advisor, you will play a critical role in helping our clients achieve their financial goals and make informed decisions about their financial futures.

Key Responsibilities:
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their risk tolerance, financial objectives, and current financial situation.
  • Client Relationships: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Financial Analysis: Conduct thorough financial analyses to identify areas for improvement and provide recommendations for financial products and services.
  • Product Recommendations: Assist clients in selecting and implementing financial products and services, such as life insurance, mutual funds, and savings plans.
  • Communication: Effectively communicate financial information and recommendations to clients, ensuring they understand their financial situation and options.
Requirements:
  • Experience: Proven experience in financial planning and advisory services.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills.
  • Software: Proficiency in financial planning software and CRM systems.
Compensation:

$150,000 per year.



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