Senior Financial Consultant

4 weeks ago


Gilbert, Arizona, United States New York Life Full time

Financial Advisor Role at New York Life

We are seeking an experienced financial advisor to join our team at New York Life. As a financial advisor, you will play a crucial role in helping our clients achieve their financial goals and make informed decisions about their financial futures.

Key Responsibilities:

  • Provide expert financial advice and guidance to clients on a range of financial matters, including investment strategies, retirement planning, and estate planning.
  • Develop and implement customized financial plans for each client, taking into account their unique financial goals, risk tolerance, and financial situation.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring that their financial needs are met.
  • Stay up-to-date with the latest financial trends and developments, and share this knowledge with clients to help them make informed decisions.
  • Collaborate with other financial professionals to provide comprehensive financial solutions to clients.

Qualifications:

  • Proven experience as a financial advisor or planner, with a strong track record of success.
  • Strong knowledge of financial products and services, including investments, insurance, and retirement planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Ability to work independently and as part of a team, with a strong sense of professionalism and integrity.
  • Current professional licenses and certifications, such as CPA or CFP.

What We Offer:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced financial professionals.


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