Financial Professional

New York Life; Pittsburgh (Allegheny County); Hybrid; USD 70,000 - 110,000; Full time

Job summary

New York Life in Pittsburgh is seeking a full-time Financial Professional for a hybrid role with remote flexibility. You will assist clients with comprehensive financial planning, manage strategies, analyze data, and prepare reports to guide informed decisions.

You will build tailored solutions to meet client goals while ensuring regulatory compliance and ethical standards. The position emphasizes clear communication, teamwork, and long-term client relationships in a local market.

Qualifications

• Strong financial planning and strategy development for diverse client needs.
• Analytical ability to interpret financial data and reports.
• Excellent communication to build trust with clients.
• Knowledge of regulatory compliance and ethical standards.
• Willingness to obtain CFP or related certification.

Responsibilities

• Assist clients with financial planning and tailored strategies.
• Analyze client data and prepare financial reports.
• Deliver clear guidance and maintain long-term client relationships.
• Ensure regulatory compliance in all activities.
• Collaborate with in-office and remote teams.

Skills

Financial Planning

Analytical Skills

Communication skills

Regulatory compliance

Independent and collaborative

Education

Bachelor's degree in Finance, Economics, Business, or related field

CFP certification

Job description

Role Description

This is a full-time hybrid role for a Financial Professional based in Pittsburgh, PA, with some flexibility for remote work. Responsibilities include assisting clients with financial planning, managing financial strategies, analyzing data, preparing financial reports, and delivering effective communication to provide guidance and build long-term relationships with clients. The Financial Professional will build tailored solutions to meet client needs and support their financial goals while ensuring regulatory compliance in all activities.

Qualifications

Must be within a 300 mile radius of Pittsburgh, PA

• strong skills in Financial Planning and Finance to create and manage strategies for diverse client needs
• Proficiency in Analytical Skills and Financial Reporting to assess and interpret financial data
• Excellent Communication skills to build trust and effectively consult with clients
• Ability to maintain regulatory compliance and an ethical approach in all professional dealings
• Bachelor's degree in Finance, Economics, Business, or a related field is preferred but not required
• Relevant certifications such as CFP or willingness to obtain them are highly valued
• Proven ability to work independently and collaboratively within both in-office and remote environments

• New York Life does not offer employer sponsorship for visa holders