Financial Advisor

About the role

As a mutual company focused on long-term client success, New York Life is seeking a dedicated Financial Advisor to guide clients in making smart, profitable decisions.

Responsibilities

• Advising clients on financial planning and investment strategies
• Assessing clients' financial needs and goals
• Developing personalized financial plans and recommendations
• Providing ongoing support and education to help clients achieve their financial objectives

Requirements

• Bachelor's degree in finance, economics, or a related field
• Minimum of 2 years of relevant experience in financial services or consulting
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships

Qualifications

• Proven track record of success in financial advising
• Passion for helping clients achieve their financial goals
• Ability to work independently and as part of a team
• Strong understanding of financial products and markets

Skills

• Proficiency in financial analysis and modeling
• Knowledge of retirement planning and estate management
• Ability to use technology tools for data analysis and client management

Benefits

• Comprehensive health and wellness programs
• Paid time off and holidays
• Inclusive culture promoting diversity and inclusion
• Professional development opportunities

Pay

$80,000 - $120,000 yearly

Schedule

Full-time position with flexible working hours