Financial Services Professional

New York Life Insurance Company; Edison (NJ); On-site; USD 70,000 - 90,000; Full time

Job summary

Join a renowned financial services company as a Financial Services Professional in Edison, NJ. This full-time role offers an opportunity to engage in financial planning and retirement services while being backed by a Fortune 100 company. Ideal candidates possess strong communication skills and a relevant degree, ready to build a successful career.

Qualifications

• Strong communication and interpersonal skills are essential.
• Experience in Financial Services is a plus.
• Certifications like CFP or CFA are advantageous.

Responsibilities

• Engage in financial planning and retirement planning for clients.
• Provide comprehensive financial services.
• Communicate effectively with clients to understand their needs.

Skills

Financial Planning

Retirement Planning

Communication

Interpersonal Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Tools

CFP Certification

CFA Certification

Job description

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Giving Opportunities to Those Who Want to Build a Financial Services Business, Backed by a Fortune 100 Company

Company Description

For over 175 years, New York Life Insurance Company has been dedicated to helping people put love into action. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. Committed to improving local communities through giving and volunteerism, our New York Life Foundation supports these efforts.

Role Description

This is a full-time on-site role as a Financial Services Professional located in Edison, NJ. The role involves tasks such as financial planning, retirement planning, communication, and providing financial services to clients.

Qualifications

• Financial Planning, Retirement Planning, and Finance skills
• Strong Communication skills
• Experience in Financial Services
• Bachelor's degree in Finance, Business, or related field
• Excellent interpersonal skills
• Certifications such as CFP or CFA are a plus

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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