Strategic Financial Advisor

2 weeks ago


Westborough, Massachusetts, United States New York Life NYLIFE Securities LLC Full time
Join Our Team

We are seeking a highly motivated and experienced Strategic Financial Advisor to join our team. As a key member, you will be responsible for providing strategic financial guidance to clients, helping them achieve their long-term financial goals.

The ideal candidate will have a proven track record of success in finance, with excellent analytical and critical thinking skills, and the ability to build strong relationships with clients.

Key Responsibilities:

  • Provide strategic financial guidance to clients
  • Develop and implement customized investment plans
  • Monitor and adjust investment portfolios as needed
  • Stay up-to-date with industry trends and developments

Requirements:

  • Relevant qualifications and experience in finance or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Compensation:

  • Estimated annual salary: $100,000 - $160,000

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