Hybrid Financial Planner — Retirement & Investments

New York Life; Glendale (CA); On-site; 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 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.