Financial Advisor

2 weeks ago

Westborough, Massachusetts, United States New York Life NYLIFE Securities LLC Full time
Financial Advisor - Wealth Management Position

New York Life is seeking a Financial Advisor - Wealth Management to help clients achieve their financial objectives. As a Financial Advisor, you will deliver personalized investment solutions to clients, helping them work towards their long-term financial goals.

You will be responsible for assessing clients' assets, liabilities, and overall financial conditions, preparing presentations that recommend various financial products. You will also review and communicate portfolio performances to clients, building relationships with new and existing client bases.

Estimated Salary: $130,000 - $160,000 per year

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