Licensed Financial Advisor: Craft Personal Financial Plans

NYL - Boston; Westborough (MA); Presencial; USD 115.000 - 150.000; Jornada completa

Descripción de la vacante

Join a leading financial advisory team at NYL - Boston as a Licensed Financial Advisor. This role focuses on building long-term relationships with clients, delivering personalized financial advice, and developing tailored financial strategies to help individuals achieve financial security. You'll thrive in a supportive environment that promotes ongoing education and career growth, leveraging industry-leading tools and mentorship.

Formación

• Licensed financial advisor with life insurance license.
• Proficient in financial planning software.
• Strong analytical and communication skills required.

Responsabilidades

• Develop personalized financial plans based on individual client goals.
• Conduct regular reviews of client portfolios to ensure alignment with financial objectives.
• Provide expert financial advice on a range of products.

Conocimientos

Analytical skills

Communication

Interpersonal skills

Problem-solving

Prospecting

Educación

Life insurance license

Health, SIE, and Series 6 (Preferred)

Herramientas

Financial planning software

Descripción del empleo

Join a leading financial advisory team at NYL - Boston as a Licensed Financial Advisor. This role focuses on building long-term relationships with clients, delivering personalized financial advice, and developing tailored financial strategies to help individuals achieve financial security. You'll thrive in a supportive environment that promotes ongoing education and career growth, leveraging industry-leading tools and mentorship.