Financial Services Consultant
3 days ago
About the Opportunity
NYL - Allentown is seeking a talented Financial Services Professional to join our team. As a member of our team, you will be responsible for providing exceptional financial planning and retirement planning services to clients.
Key Responsibilities
- Serve as a trusted advisor to clients, providing personalized financial guidance and support
- Collaborate with cross-functional teams to develop and implement effective financial strategies
- Analyze client data to identify areas for improvement and provide recommendations for optimal financial outcomes
- Develop and maintain strong relationships with clients, providing ongoing support and communication
- Stay up-to-date on industry trends and best practices to ensure continued expertise and competitiveness
Requirements and Qualifications
- Bachelor's degree in finance, business administration, or related field
- Strong analytical and problem-solving skills, with ability to interpret complex financial data
- Excellent communication and interpersonal skills, with ability to work effectively with diverse stakeholders
- Knowledge of financial products and services, including investments, insurance, and retirement planning
- Ability to work in a fast-paced environment and adapt to changing priorities
Compensation and Benefits
The estimated salary for this role is $85,000 - $110,000 per year, depending on experience. Additional benefits include opportunities for professional development, competitive compensation packages, and a dynamic work environment.
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