Investment Consultant
1 week ago
We are looking for a skilled Financial Advisor to guide our clients in crafting and executing financial strategies tailored to their aspirations. The successful candidate will possess a Bachelor's degree in finance or business, a strong history of fostering enduring advisory relationships, and outstanding communication abilities.
Compensation:$65,000+ at plan yearly
Key Responsibilities:- Deliver exceptional service to current clients; maintain thorough records of communications and advice provided.
- Continuously identify and engage potential clients, establishing trust-based relationships.
- Support clients in executing financial strategies, including life insurance, mutual funds, and savings plans.
- Conduct research to offer tailored financial advice based on clients' risk profiles and financial goals.
- Gather comprehensive financial data from clients to assess their financial standing and objectives.
- Strong communication, mathematical, and interpersonal skills are essential.
- Familiarity with the financial sector, products, best practices, and tax laws is preferred.
- A Bachelor's degree in finance, business administration, or a related discipline is required.
- Experience as a financial planner, personal financial advisor, financial analyst, or consultant is advantageous.
- Proficiency in software applications such as MS Office, Google Suite, CRM systems, and financial planning tools is crucial.
New York Life Insurance Company stands as the third-largest life insurance provider in the United States and the largest mutual life insurance company in the nation. Our mission is to deliver financial security and peace of mind through our comprehensive insurance, annuity, and investment solutions. We prioritize integrity and humanity in all our interactions, ensuring we serve as reliable stewards for the long term.
Our commitment is to be there for our clients when they need us most, reflecting the enduring nature of New York Life and our dedication to ethical business practices.
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