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Financial Advisor

2 months ago

Lansing, Michigan, United States New York Life - LansingAnn Arbor Full time
Job Opportunity

We are seeking a highly motivated and detail-oriented Financial Advisor to join our team at New York Life - Lansing/Ann Arbor. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:
  • Build and maintain strong relationships with clients by providing personalized financial advice and guidance.
  • Conduct thorough financial analyses to identify clients' financial needs and develop tailored financial plans.
  • Make strategic recommendations on investment products and financial services to help clients achieve their financial objectives.
  • Stay up-to-date with industry developments and best practices to ensure clients receive the highest level of service.
Requirements:
  • Valid FINRA Series 7 & 63/66 licenses preferred but not required.
  • Strong knowledge of financial industry concepts, products, and services.
  • Excellent communication and math skills, with a proven track record of building strong client relationships.
  • Bachelor's degree in business administration, finance, or related field.
  • Proficiency in Microsoft Office, CRM systems, and financial planning software.
About Us:

New York Life - Lansing/Ann Arbor offers a wide range of financial products and services. We provide a comprehensive benefits package and opportunities for professional growth and development.