Licensed Financial Advisor - Client-Focused Planning

New York Life Insurance - Hui Ling Zhang; New York (NY); On-site; USD 75,000 - 120,000; Full time

Job summary

New York Life Insurance - Hui Ling Zhang is seeking a Licensed Financial Advisor to help clients build secure financial futures. You will develop personalized financial plans, analyze client finances, and educate on insurance and investments.

Role emphasizes strong client relationships, regulatory awareness in New York, and collaboration with a supportive team to leverage comprehensive resources for superior service and growth.

Qualifications

• Experience in financial planning and advising.
• Ability to analyze financial data and deliver actionable guidance.
• Proven ability to build and maintain client relationships through communication.
• Licensed in New York as a Financial Advisor with local regulatory understanding.

Responsibilities

• Guide clients in developing personalized financial plans aligned with life goals.
• Analyze clients' financial status including income, expenses, and investments to offer tailored advice.
• Educate clients on insurance products and investment options for informed decisions.
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Collaborate with team to stay updated on industry trends and regulatory changes.

Skills

Financial planning

Client relationships

Analytical skills

Regulatory knowledge

Communication

Team collaboration

Financial tools

Education

NY Financial Advisor license

Tools

Financial planning tools

Job description

New York Life Insurance - Hui Ling Zhang is seeking a Licensed Financial Advisor to help clients build secure financial futures. You will develop personalized financial plans, analyze client finances, and educate on insurance and investments.

Role emphasizes strong client relationships, regulatory awareness in New York, and collaboration with a supportive team to leverage comprehensive resources for superior service and growth.