Financial Advisor

New York Life - Rob Ward; Massachusetts; On-site; USD 70,000 - 140,000; Full time

Benefits offered by this job

Three-year training program

Mentorship and coaching

Competitive benefits package

Job summary

New York Life - Rob Ward in Massachusetts seeks a Financial Advisor to guide individuals, families, and businesses through important financial decisions, developing personalized strategies and helping clients work toward long-term goals.

The role includes a three-year training and development program with ongoing mentorship, personalized coaching, and collaboration with experienced professionals, plus access to a wide range of insurance, retirement, and investment solutions and a competitive

Qualifications

• Experience in developing and implementing personalized financial strategies for clients.
• Ability to conduct comprehensive financial assessments to understand and address clients' unique needs.
• Proven track record of building and maintaining strong client relationships through effective communication.

Responsibilities

• Develop and implement tailored financial strategies to help clients achieve their long-term goals.
• Conduct comprehensive financial assessments to understand clients' needs and objectives.
• Build and maintain strong relationships with clients through regular communication and personalized service.
• Educate clients on various financial products and services, empowering them to make informed decisions.
• Collaborate with team members to share insights and strategies, enhancing overall client satisfaction.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Utilize New York Life's resources and tools to expand your practice and client base effectively.

Skills

Financial strategy development

Client relationship building

Communication

Education and coaching

Tools

Financial tools and resources

Job description

At New York Life - Rob Ward, we're all about making a meaningful impact and empowering clients to achieve financial security and peace of mind. As a Financial Advisor with us, you'll be at the forefront of this mission, guiding individuals, families, and businesses through important financial decisions. You'll develop personalized strategies and help clients work toward their long-term goals, all while building your own practice with the support of a leading name in the financial services industry. We believe in investing in our team, and your journey with us begins with a comprehensive three-year training and development program. You'll gain the knowledge, skills, and confidence needed to establish a successful business. Our commitment to your growth means you'll receive ongoing mentorship, personalized coaching, and collaboration with experienced professionals dedicated to your success. With access to a wide range of insurance, retirement, and investment solutions, coupled with a competitive benefits package, you'll have every tool needed to thrive. Join us and be part of a team that values your input and is committed to shaping the future of finance.

Responsibilities

• Develop and implement tailored financial strategies to help clients achieve their long-term goals.
• Conduct comprehensive financial assessments to understand clients' needs and objectives.
• Build and maintain strong relationships with clients through regular communication and personalized service.
• Educate clients on various financial products and services, empowering them to make informed decisions.
• Collaborate with team members to share insights and strategies, enhancing overall client satisfaction.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Utilize New York Life's resources and tools to expand your practice and client base effectively.

Qualifications

• Experience in developing and implementing personalized financial strategies for clients.
• Ability to conduct comprehensive financial assessments to understand and address clients' unique needs.
• Proven track record of building and maintaining strong client relationships through effective communication.
• Knowledge of a wide range of financial products and services, with the ability to educate clients on their benefits.
• Strong collaboration skills to work effectively with team members and share insights for enhanced client satisfaction.
• Commitment to staying informed about industry trends and regulatory changes to provide up-to-date advice.
• Proficiency in utilizing financial tools and resources to expand your practice and client base effectively.

About Company

Our Mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another.

Grounded in both confidence and humility, we serve as stewards for the long term.

We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose: to be there when our policy owners need us.