Investment Planning Specialist

1 month ago


Dayton, Ohio, United States New York Life Full time
Job Overview

New York Life is a leading financial services company seeking a highly motivated and experienced professional to join our team as a Financial Services Expert. As a key member of our organization, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Analyze clients' financial situations and goals to develop tailored investment strategies and recommendations.
  • Stay up-to-date on market trends and economic conditions to make informed investment decisions on behalf of clients.
  • Cultivate and maintain strong relationships with clients to understand their evolving financial needs and provide ongoing support.
  • Help clients establish and work towards achieving their financial objectives, monitoring progress and making adjustments as needed.
  • Ensure compliance with industry regulations and maintain high ethical standards in financial advising.
Requirements
  • Are you a driven individual looking to make a positive impact in the lives of families every day?
  • Consider joining New York Life as a Financial Services Expert and take control of your career journey.
  • Backed by a Fortune 100 company, we will provide valuable training in marketing, CRM, and communication skills.
  • We are seeking individuals who are competitive, entrepreneurial, coachable, communicative, self-disciplined, and authentic.
About New York Life

New York Life is a mutual company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

We are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We are proud of our financial strength, with top ratings from leading credit rating agencies:

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody's)
  • AA+ Very Strong (Standard & Poor's)


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