Client-Focused Financial Advisor

New York Life - John Judkins; Boston (MA); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long-term disability insurance

Group term life insurance

Job summary

New York Life - John Judkins is seeking a dedicated financial service professional based in Boston, Massachusetts. The role involves working closely with clients to assess their financial needs and provide tailored financial advice, including savings plans, life insurance policies, and investment solutions.

Applicants should possess relationship management skills and be adept at networking to attract new clients. The ideal candidate will be able to articulate complex financial concepts clearly, ensuring integrity in all client interactions.

This full-time position offers a competitive compensation range of $75,000 to $125,000, based on commission. Full-time employees are eligible for comprehensive medical, dental, and vision insurance.

Qualifications

• Ability to network effectively to identify new clients.
• Strong principles of honesty and integrity.
• Must be capable of communicating complicated financial concepts.

Responsibilities

• Collect personal financial information from clients.
• Provide financial recommendations for various products.
• Use marketing tools to identify and secure new clients.
• Create individualized financial plans based on client needs.

Skills

Relationship management skills

Networking skills

Communication of complex concepts

Job description

New York Life - John Judkins is seeking a dedicated financial service professional based in Boston, Massachusetts. The role involves working closely with clients to assess their financial needs and provide tailored financial advice, including savings plans, life insurance policies, and investment solutions.

Applicants should possess relationship management skills and be adept at networking to attract new clients. The ideal candidate will be able to articulate complex financial concepts clearly, ensuring integrity in all client interactions.

This full-time position offers a competitive compensation range of $75,000 to $125,000, based on commission. Full-time employees are eligible for comprehensive medical, dental, and vision insurance.