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Wealth Management Advisor

2 months ago

Tucson, Arizona, United States New York Life Insurance Company Full time


Are you a professional with the following characteristics?
  • Ambitious
  • Innovative
  • Receptive to feedback
  • Articulate
  • Disciplined
  • Genuine
If you identify with these traits, consider a career as a financial services professional where you can make a significant difference in the financial futures of families. At New York Life Insurance Company, you have the opportunity to shape your career path. Supported by a top-tier company in the financial sector, New York Life is committed to your development from day one, equipping you with essential skills in marketing, client relationship management, and effective communication, alongside a dedicated team and sales resources to facilitate your success.

Key Responsibilities

• Create a meaningful impact on the financial health of individuals, families, and small enterprises.

• Provide reassurance to clients while guiding them through intricate financial matters such as retirement strategies and educational savings plans.

• Present a diverse array of financial products and services, including life insurance, annuities, and investment options to assist clients in reaching their financial aspirations.

• Develop expertise in specialized areas such as wealth management, estate planning, and business solutions as a financial advisor.

• Leverage advanced digital tools provided by New York Life to enhance daily operations and effectively attract and retain clients.

Required Qualifications

• Candidates for the Financial Services Professional role must possess a Bachelor's degree in Finance or a related discipline, or alternatively, have a minimum of five years of relevant professional experience.

• Strong communication and interpersonal skills are vital for success in this position.

• US Work Authorization is a necessary qualification for this role.