Experienced Financial Consultant

1 month ago


Stamford, Connecticut, United States New York Life Full time
Job Overview

We are seeking a seasoned financial professional to join our team at New York Life. As an Experienced Financial Consultant, you will be responsible for delivering tailored investment solutions to help clients achieve their long-term financial objectives.

Key Responsibilities:

  • Develop and implement personalized investment strategies for clients
  • Conduct thorough financial assessments to identify areas for improvement
  • Prepare comprehensive reports and presentations to recommend financial products
  • Monitor and communicate portfolio performance to clients
  • Build and maintain strong relationships with clients and stakeholders

Requirements:

  • Proven experience in financial services or a related field
  • Strong knowledge of investment products and services
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial data and make informed recommendations
  • Strong analytical and problem-solving skills

New York Life is committed to providing financial security and peace of mind to our clients. We act with integrity and humanity in all our interactions, and we are dedicated to serving as stewards for the long term. Our mission is to be there for our clients when they need us, and we take pride in our commitment to doing the right thing in business and society.

We are an Equal Opportunity Employer and welcome applications from diverse candidates. If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply.



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