Financial Services Professional

NYLIFE Securities LLC; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

NYLIFE Securities LLC, a subsidiary of New York Life Insurance Company, is hiring a Financial Services Professional in Charlotte, NC. This full-time hybrid role focuses on delivering comprehensive financial planning services, retirement guidance, and tailored investment advice to clients.

You will engage clients to understand their financial goals, craft customized strategies, and build enduring relationships while leveraging our broad investment platform and client-centric approach.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Experience in the financial services industry.
• Strong communication skills and client relationship ability.
• Knowledge of investment options and strategies.
• Excellent analytical and problem-solving abilities.
• Retirement planning expertise and financial planning skills.

Responsibilities

• Provide comprehensive financial planning services, including retirement and investment advice.
• Consult with clients to understand financial goals and develop customized strategies.
• Operate in a full-time hybrid role based in Charlotte, NC with remote flexibility.

Skills

Financial Planning

Retirement Planning

Communication Skills

Financial Services

Investment Knowledge

Analytical Thinking

Client Relationships

Education

Bachelor's in Finance/Economics

Job description

NYLIFE Securities LLC is a subsidiary of New York Life Insurance Company and specializes in world-class brokerage services and a wide variety of investment options. As a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities has the resources to help clients maximize their wealth and achieve their financial objectives. Our exceptional client service, investment platform, and competitive cost structure make us a trustworthy partner for long-term financial relationships.

Company Description

NYLIFE Securities LLC is a subsidiary of New York Life Insurance Company and specializes in world-class brokerage services and a wide variety of investment options. As a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities has the resources to help clients maximize their wealth and achieve their financial objectives. Our exceptional client service, investment platform, and competitive cost structure make us a trustworthy partner for long-term financial relationships.

Role Description

This is a full-time hybrid role as a Financial Services Professional at NYLIFE Securities LLC. As a Financial Services Professional, you will be responsible for providing comprehensive financial planning services, including retirement planning and investment advice. You will communicate with clients to understand their financial goals and develop customized strategies to help them achieve those goals. This role is based in Charlotte, NC, with flexibility for remote work.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning expertise
• Strong communication skills
• Experience in the financial services industry
• Knowledge of investment options and strategies
• Excellent analytical and problem-solving abilities
• Ability to build and maintain client relationships
• Bachelor's degree in Finance, Economics, or related field