Secure Your Future as a Financial Advisor

2 days ago


Chandler, Arizona, United States New York Life - Lance Gillman Full time
Responsibilities

Your key responsibilities will include:

  • Collecting and organizing client financial information to determine their current status, goals, and expectations.
  • Identifying and generating new prospects using social media and other marketing tools.
  • Assessing each client's potential needs and creating customized financial plans that leverage our products and services.
  • Employing a research-based approach to provide financial advice and strategies based on client risk tolerance and goals.


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