Expert Financial Strategist

7 days ago


Stamford, Connecticut, United States New York Life Full time

At New York Life, we believe in building a strong financial future for our clients. We are seeking an Expert Financial Strategist to help us deliver personalized investment solutions that meet their long-term goals.

Company Overview

New York Life's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another.

Salary

The estimated salary for this position is $80,000 - $120,000 per year, depending on experience.

Job Description

We are looking for a skilled financial advisor to join our team. As an Expert Financial Strategist, you will work closely with clients to understand their financial goals and objectives. You will then develop and implement customized investment strategies to help them achieve their goals.

Responsibilities
  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities, and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base
Required Skills and Qualifications
  • Previous experience in banking, financing, or other related fields
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
Benefits

We offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off. Our employees also have access to ongoing training and development opportunities to help them grow in their careers.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity



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