Financial Planning Advisor - Insurance & Investments

New York Life Insurance Co.; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

New York Life Insurance Co. is hiring a Financial Representative in Pittsburgh, PA. The role is full-time, on-site, and centers on meeting clients to understand their financial goals, assess their situation, and develop tailored strategies and product recommendations.

You will explain insurance and investment options, prepare retirement plans, and maintain thorough records. The position requires strong communication and integrity, with a drive to build a client base through networking and

Qualifications

• Strong knowledge of Financial Planning and Retirement Planning.
• Foundational expertise in Finance and Investments.
• Excellent communication, interpersonal and client relationship skills.
• High integrity, professionalism and regulatory compliance.

Responsibilities

• Meet with clients to understand financial goals and assess their situation.
• Develop tailored strategies and product recommendations.
• Explain insurance and investment options and prepare financial plans.
• Follow up with clients and maintain accurate documentation and records.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Communication

Interpersonal Skills

Client Relationships

Regulatory Compliance

Integrity

Education

Bachelor’s degree in finance or business

Licenses (state insurance, FINRA) or willingness to obtain

Job description

New York Life Insurance Co. is hiring a Financial Representative in Pittsburgh, PA. The role is full-time, on-site, and centers on meeting clients to understand their financial goals, assess their situation, and develop tailored strategies and product recommendations.

You will explain insurance and investment options, prepare retirement plans, and maintain thorough records. The position requires strong communication and integrity, with a drive to build a client base through networking and