Experienced Financial Consultant
2 weeks ago
Key Responsibilities:
- Assess clients' financial situations and provide recommendations for investment strategies
- Develop and implement personalized financial plans for clients
- Monitor and adjust investment portfolios as needed to ensure alignment with clients' goals
- Build and maintain strong relationships with clients through excellent communication and customer service skills
Requirements:
- Proven experience in financial services or a related field
- Strong knowledge of financial markets and investment products
- Excellent analytical and problem-solving skills
- Ability to work independently and as part of a team
About New York Life:
New York Life is a leading provider of insurance, annuity, and investment solutions. Our mission is to provide financial security and peace of mind to our policy owners and clients. We are committed to acting with integrity and humanity in all our interactions and to serving as stewards for the long term.
Our Promise:
We promise to work with our clients to build a strong financial future. We have always believed in helping people, families, and businesses of all kinds to create, protect, and preserve their financial security. Since 1845, we've been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.
Equal Opportunity Employer:
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
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