Financial Services Professional

4 days ago


Washington, Washington, D.C., United States New York Life - Tyson's Corner Full time
About the Role
As a Wealth Management Specialist, you will play a key role in helping clients achieve their long-term financial goals. This position requires strong communication skills, a passion for developing relationships, and a sharp mind with the ability to develop dynamic strategies. A strong knowledge of investments, estate planning, business strategies, and stocks/mutual funds is highly desirable.

Responsibilities:
  • Determine cash flow, income-to-debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
  • Understand the economic markets and use resources to leverage your expertise


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