Financial Expert

3 weeks ago


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

We are seeking a highly skilled Financial Expert to join our team. As a key member of our organization, you will be responsible for delivering personalized investment solutions to help clients achieve their long-term financial 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
  • Nurture relationships with new and existing client base

Required Skills and Qualifications:

  • Previous experience in banking, financing, or 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

Estimated Salary: $80,000 - $120,000 per year. Benefits include a comprehensive compensation package, opportunities for career growth and development, and a collaborative work environment.



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