Financial Services Professional

New York Life; Glendale (CA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

New York Life in Glendale, CA seeks a Financial Services Professional for a full-time hybrid role. The candidate will assist clients in achieving financial goals by providing expert guidance in financial planning, retirement planning, and investment strategies. Responsibilities include analyzing client needs and collaborating with teams to uphold high service standards. Candidates should have strong knowledge in financial planning, communication skills, and a Bachelor's degree in Finance or Business Administration. Relevant certifications are a plus.

Qualifications

• Strong knowledge of Financial Planning and Retirement Planning principles.
• Experience in Finance and Financial Services.
• Excellent Communication skills, including active listening and client engagement.

Responsibilities

• Assist clients in achieving financial goals through expert guidance.
• Analyze client needs and develop customized financial strategies.
• Maintain strong client relationships and collaborate with teams.

Skills

Financial Planning

Retirement Planning

Excellent Communication

Customer Engagement

Problem Solving

Education

Bachelor’s degree in Finance, Business Administration, or related field

Job description

New York Life, with over 180 years of heritage, is a leading provider of insurance, investments, retirement, and advisory services. As a mutual company, we are committed to transparency, integrity, and supporting local communities through initiatives like the New York Life Foundation. We foster a culture that prioritizes career development, innovation, collaboration, and diversity, providing resources for employees to grow personally and professionally. New York Life is an Equal Opportunity Employer, dedicated to inclusivity and welcoming professionals from all backgrounds. Together, we empower people to turn big dreams into lasting achievements.

Role Description

This is a full-time hybrid role located in Glendale, CA, with flexibility for some work-from-home arrangements. The Financial Services Professional will assist clients in achieving their financial goals by providing expert guidance in areas such as financial planning, retirement planning, and investment strategies. Day-to-day responsibilities include analyzing client needs, developing customized financial strategies, and maintaining strong client relationships. Professionals in this role will collaborate with teams, stay informed about financial market trends, and uphold the company’s high standards of service and integrity.

Qualifications

• Strong knowledge of Financial Planning and Retirement Planning principles
• Experience in Finance and Financial Services
• Excellent Communication skills, including active listening and client engagement
• Ability to analyze financial information and provide tailored solutions
• Self-motivated and goal-oriented with strong problem-solving skills
• Bachelor’s degree in Finance, Business Administration, or a related field
• Relevant certifications (e.g., CFP, ChFC) are a plus
• Ability to work collaboratively in a hybrid environment
• Willingness to obtain necessary licenses, including life insurance and securities licenses, if not already held