Financial Services Professional

2 weeks ago


Bethesda, Maryland, United States New York Life - Bethesda, MD Full time
Job Opportunity

We are seeking a skilled and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our team, you will work closely with clients to develop and implement personalized financial plans that meet their unique needs and goals.

Responsibilities:

  • Compile comprehensive financial profiles for clients to inform sound financial advice and wealth management strategies
  • Collaborate with colleagues to provide exceptional customer service and support
  • Develop tailored financial plans that consider clients' life stage, professional circumstances, and changing financial needs
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial objectives
  • Identify and secure new clients to serve as trusted advisors for critical financial decisions

Requirements:

  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service
  • Bachelor's degree in business administration, finance, or related field
  • Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs
  • Working knowledge of financial products, the financial industry, and personal financial advisor or responsibilities
  • Valid FINRA Series 7 & 63/66 preferred but not required

About Us:

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Our Commitment:

We are committed to providing our clients with exceptional service and support. Our team is dedicated to helping our clients achieve their financial goals and build a brighter future.



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