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Financial Services Professional

2 months ago

Washington, Washington, D.C., United States New York Life - Tyson's Corner Full time
Job Summary

We are seeking a highly motivated and experienced Financial Services Professional to join our team at New York Life - Tyson's Corner. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique financial situations, goals, and risk tolerance.
  • Investment Management: Provide expert investment advice and guidance to clients, helping them make informed decisions about their investment portfolios.
  • Client Relationship Management: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Market Analysis: Stay up-to-date with market trends and economic conditions, providing clients with valuable insights and recommendations.
  • Team Collaboration: Work closely with other team members to share knowledge, best practices, and ideas, ensuring a collaborative and supportive work environment.
Requirements
  • Education: Bachelor's degree in business administration, finance, or a related field.
  • Experience: 2+ years of experience in financial services, with a strong background in financial planning and investment management.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Certifications: FINRA Series 7/6, SIE, and 63/66 certifications preferred.
What We Offer
  • Competitive Compensation: Salary range of $115,500 - $121,500 per year, with opportunities for bonuses and incentives.
  • Professional Development: Ongoing training and education opportunities to help you grow and develop your skills.
  • Collaborative Work Environment: A supportive and collaborative team environment that encourages open communication and idea-sharing.