Financial Services Specialist

24 hours ago


Syracuse, New York, United States New York Life - Syracuse Full time
Unlock Your Earning Potential

In this role, you will help clients achieve their financial goals by assessing their current situation, identifying objectives, and creating personalized plans. You will provide guidance, educate clients on financial concepts, and offer ongoing support to monitor and adjust plans as needed.

About the Position

$90,000 - $120,000 yearly salary is offered for this position in Syracuse. As a financial professional, you will work with clients to understand and address their financial needs. This includes providing recommendations on insurance, savings, mutual funds, and other financial products.

Key Responsibilities
  • Deliver exceptional customer service to existing clients and track communications in client files.
  • Develop and provide tailored financial advice based on client risk tolerance and objectives.
  • Help clients implement financial recommendations and create customized plans.
  • Identify and establish new prospects and build strong relationships as a trusted advisor.


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