Experienced Financial Advisor: Grow Client Wealth & Security

New York Life; Des Moines (IA); On-site; USD 270,000 - 330,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

Long-term disability

Group term life insurance

Job summary

New York Life Iowa General Office is seeking an Experienced Financial Advisor to empower individuals, families, and businesses to secure their financial futures. You’ll build lasting client relationships, assess client needs, and craft personalized strategies using a broad range of products.

Ongoing training and growth opportunities accompany a supportive team environment. With competitive compensation and benefits, you’ll gain access to medical, dental, vision, long-term disability, and group

Qualifications

• Experience in financial advising and building client relationships.
• Ability to analyze financial data and provide actionable advice.
• Proven track record staying informed about industry trends and regulatory changes.
• Strong collaboration with team members and professionals.
• Proficiency with a comprehensive suite of financial products to craft client plans.
• Ability to conduct regular reviews of clients’ financial plans.
• Experience leading educational workshops and seminars.

Responsibilities

• Develop and maintain strong client relationships with personalized solutions.
• Conduct comprehensive financial assessments of goals, risk tolerance, and current finances.
• Create tailored strategies leveraging insurance and investments.
• Provide ongoing advice and adjust strategies as needed.
• Collaborate with team members to deliver holistic financial planning services.
• Stay informed about industry trends and regulatory changes for clients.
• Lead client meetings and presentations, communicating complex concepts clearly.

Skills

Financial advisory

Client relationships

Data analysis

Industry trends

Team collaboration

Product knowledge

Financial plan reviews

Public workshops

Tools

Insurance products

Investment products

Job description

New York Life Iowa General Office is seeking an Experienced Financial Advisor to empower individuals, families, and businesses to secure their financial futures. You’ll build lasting client relationships, assess client needs, and craft personalized strategies using a broad range of products.

Ongoing training and growth opportunities accompany a supportive team environment. With competitive compensation and benefits, you’ll gain access to medical, dental, vision, long-term disability, and group