Financial Planning Specialist

5 days ago


Melville, New York, United States New York Life - Nassau-Suffolk NY Full time
Financial Planning Role at New York Life - Nassau-Suffolk NY

We are seeking a talented and ambitious individual to join our team as a financial planning specialist. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals.

Key Responsibilities:
  • Create personalized financial plans for clients based on their unique needs and circumstances
  • Conduct thorough financial assessments to identify areas for improvement and develop strategies for wealth management
  • Identify and pursue new business opportunities to expand our client base
  • Collaborate with our team to provide exceptional customer service and support
  • Develop and maintain a deep understanding of financial products and services to provide expert recommendations to clients
Requirements:
  • Bachelor's degree in finance, business administration, or a related field
  • Strong communication and relationship-building skills
  • Proficiency in Microsoft Office and other financial planning software
  • Working knowledge of financial products and services
  • Ability to work in a fast-paced environment and adapt to changing priorities

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a motivated and results-driven individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity.



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