Financial Advisor: Build Trust, Grow Clients

New York Life - South Louisiana

Lafayette (LA)

On-site

USD 108,499 - 132,610

Full time

14 days+
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Job summary

New York Life - South Louisiana is looking for motivated Financial Professionals to provide financial advice and strategies tailored to clients' needs. Candidates should have strong communication and organizational skills and be comfortable in a performance-based role. A high school diploma is required, with a bachelor's degree preferred. Successful candidates will earn a competitive salary of $120,555 per year and must obtain relevant licenses. Employment will be contingent on a background review.

Qualifications

  • Strong interpersonal and communication skills are essential.
  • Self-motivated and organized individuals will thrive.
  • Candidates must build long-term relationships with clients.

Responsibilities

  • Provide financial advice based on client's financial goals.
  • Help clients implement financial recommendations.
  • Identify and approach new prospects to build client base.
  • Compile client financial information to guide strategies.
  • Maintain exceptional client service and communication records.

Skills

Interpersonal skills
Organizational skills
Client relationship building
Business mindset
Goal-oriented

Education

High school diploma
Bachelor’s degree

Job description

New York Life - South Louisiana is looking for motivated Financial Professionals to provide financial advice and strategies tailored to clients' needs. Candidates should have strong communication and organizational skills and be comfortable in a performance-based role. A high school diploma is required, with a bachelor's degree preferred. Successful candidates will earn a competitive salary of $120,555 per year and must obtain relevant licenses. Employment will be contingent on a background review.
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