New York Life - Melville, NY
Financial Professional
New York Life - Melville, NY, Melville, New York, us, 11775
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!Responsibilities:
Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives.Create customized financial plans suitable for each client based on potential life changes and changing financial needs.Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations.Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.Qualifications:
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital.Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital.Requires a Bachelor’s degree in finance, business administration, or related field.Excellent math skills, relationship skills, communication skills, and customer service skills are crucial.Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed.Compensation:
$150,000
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Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives.Create customized financial plans suitable for each client based on potential life changes and changing financial needs.Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations.Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.Qualifications:
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital.Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital.Requires a Bachelor’s degree in finance, business administration, or related field.Excellent math skills, relationship skills, communication skills, and customer service skills are crucial.Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed.Compensation:
$150,000
#J-18808-Ljbffr