On-Site Financial Advisor & Planner

New York Life; Latham (NY); On-site; USD 65,000 - 110,000; Full time

Job summary

New York Life in Latham, NY seeks a Financial Advisor to develop and implement comprehensive financial strategies for clients. You will meet with clients to assess goals, analyze finances, and recommend solutions across insurance, investments, retirement, and advisory products.

You will build long-term relationships, conduct regular reviews, stay current with regulations and market trends, and collaborate with internal teams on business development and client service.

Qualifications

• Strong financial planning and advisory capabilities to craft client-focused strategies.
• Knowledge of finance, investments, risk, and portfolio construction.
• License or willingness to obtain state insurance, FINRA, or investment advisory credentials.
• Bachelor’s degree in finance, business, economics, or related field preferred; equivalent experience valued.

Responsibilities

• Meet with clients to assess goals and analyze current financial situations.
• Recommend solutions across insurance, investments, retirement and advisory products.
• Prepare personalized financial plans and monitor portfolio performance.
• Build and maintain long-term client relationships and conduct ongoing reviews.
• Stay current with financial regulations, product offerings and industry trends.
• Collaborate with internal teams and engage in business development and community involvement.

Skills

Financial planning

Financial advisory

Client relationships

Communication

Analytical skills

Education

Bachelor's degree

Job description

New York Life in Latham, NY seeks a Financial Advisor to develop and implement comprehensive financial strategies for clients. You will meet with clients to assess goals, analyze finances, and recommend solutions across insurance, investments, retirement, and advisory products.

You will build long-term relationships, conduct regular reviews, stay current with regulations and market trends, and collaborate with internal teams on business development and client service.