Financial Services Consultant

3 days ago


Allentown, Pennsylvania, United States NYL - Allentown Full time

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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