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Wealth Management Specialist

3 weeks ago


Bethesda, Maryland, United States New York Life - Bethesda, MD Full time
Join Our Team: Wealth Management Specialist

New York Life is a Fortune 100 company with a long history of helping generations of Americans protect their families and attain their financial goals. We are seeking a talented and motivated individual to join our team as a Wealth Management Specialist. In this role, you will be responsible for developing and implementing comprehensive financial plans, providing expert guidance on financial products, and building strong relationships with clients.

About the Opportunity:
• Collaborate with cross-functional teams to identify new business opportunities and develop targeted marketing campaigns
• Conduct thorough needs assessments to develop tailored financial plans that meet each client's unique objectives and circumstances
• Stay up-to-date on industry trends and regulatory changes to provide expert guidance and recommendations to clients

What We Offer:
• Competitive salary range: $80,000 - $100,000+ at plan yearly
• Comprehensive benefits package, including medical, dental, and vision insurance
• Opportunities for professional growth and development within a dynamic and supportive team environment