Personal Financial Services Expert

3 weeks ago


Gilbert, Arizona, United States New York Life - Lance Gillman Full time
Career Opportunity

We are seeking an experienced financial advisor to provide personalized strategies for clients to achieve their goals.

About the Position

This role involves developing and implementing tailored financial plans based on client risk tolerance and financial objectives. The ideal candidate will have a proven track record of creating successful and long-term advising relationships, excellent communication skills, and strong customer service skills.

Key Responsibilities:
  • Develop and provide comprehensive financial advice and strategies
  • Establish and maintain strong relationships with new and existing clients
  • Gather client financial information to determine financial status, cash flow, and financial expectations
Our Company Culture

We are a mutual company with a unique alignment with our client's interests and priorities. Our industry success spans over 176 years, with accolades including #73 on Fortune 100 in 2020 and highest possible financial strength ratings from top credit rating agencies.

Benefits:
  • A competitive salary of $140,500 at plan earnings
  • Full benefits and 3 separate pension plans when hired
  • A leading company with many agents qualifying for MDRT year after year
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