Client-Focused Financial Planner & Advisor

NYL - Nassau GO; Town of Hempstead (NY); Hybrid; USD 120,000 - 150,000; Full time

Job summary

New York Life is seeking a Financial Services Professional to guide clients toward their financial goals and build lasting relationships. You will analyze market trends and deliver personalized strategies while collaborating with a team to meet client needs.

The role emphasizes ongoing training, compliance, and career growth within a Fortune 100 company known for its mutual structure and long-term client focus.

Qualifications

• Experience in financial planning or a related field.
• Ability to build trust-based relationships with clients.
• Proven ability to analyze market trends and provide insights.
• Strong communication to explain financial concepts clearly.
• Team-oriented with collaborative mindset.
• Familiarity with industry regulations and compliance requirements.
• Commitment to ongoing professional development.

Responsibilities

• Guide clients in identifying and achieving their financial goals through personalized strategies.
• Develop and maintain long-term relationships with clients, ensuring trust and satisfaction.
• Analyze market trends and provide insights to clients, helping them make informed financial decisions.
• Collaborate with team members to create innovative solutions that meet client needs.
• Conduct regular reviews of client portfolios to ensure alignment with their financial objectives.
• Stay updated on industry regulations and compliance requirements to provide accurate advice.
• Participate in ongoing training and development programs to enhance expertise.

Skills

Financial planning

Client relationships

Market analysis

Communication

Team collaboration

Regulatory compliance

Job description

New York Life is seeking a Financial Services Professional to guide clients toward their financial goals and build lasting relationships. You will analyze market trends and deliver personalized strategies while collaborating with a team to meet client needs.

The role emphasizes ongoing training, compliance, and career growth within a Fortune 100 company known for its mutual structure and long-term client focus.