Financial Services Expert
5 days ago
We are seeking a skilled Financial Advisor to join our team at New York Life. As a key member of our financial services team, you will be responsible for providing expert financial advice and guidance to our clients.
Key Responsibilities:
- Conduct thorough financial analyses to identify client needs and develop tailored financial plans.
- Establish and maintain strong relationships with clients, providing exceptional customer service and ongoing support.
- Research and recommend suitable financial products and services to meet client objectives.
- Collaborate with cross-functional teams to ensure seamless delivery of financial solutions.
- Stay up-to-date with industry trends and regulatory requirements to maintain expertise and provide informed guidance to clients.
Requirements:
- Proven experience in financial services, with a strong track record of providing expert financial advice and guidance.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
- Proficiency in financial planning software and other relevant tools.
We offer a competitive compensation package, opportunities for professional growth and development, and a dynamic work environment. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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Melville Financial Services Professional
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Melville Financial Services Professional
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Melville, New York, United States Voya Financial Advisors Inc Full timeFinancial Advisor Opportunity in Melville, NYVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a skilled Financial Advisor to join our team in the Melville, NY area. As a Financial Advisor, you will work with plan sponsor relationships in the K-12 market, providing 403(b)...
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Financial Services Professional
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Financial Services Professional
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Melville, New York, United States NYL - Melville Office Full timeFinancial Advisor Job DescriptionWe are seeking a skilled and strategic Financial Advisor to join our team at NYL - Melville Office. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals through a variety of planning services.Key Responsibilities:Client Relationship Management: Develop and maintain strong...
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