Senior Financial Advisor - Grow Client Wealth & Trust

New York Life Insurance Co.; Cedar Rapids (IA); On-site; USD 300,000 - 360,000; Full time

Job summary

New York Life Insurance Co. seeks an Experienced Financial Advisor to empower clients to achieve their financial aspirations through personalized advice and a broad portfolio of insurance and investment products.

You will build long-term relationships, stay informed on industry trends, and collaborate with colleagues to deliver comprehensive financial solutions while advancing your professional growth and client satisfaction.

Qualifications

• Experience in financial advising, with a proven track record of helping clients achieve their financial goals.
• Ability to build and maintain strong, long-term client relationships, ensuring trust and satisfaction.
• Proven expertise in analyzing financial situations and recommending suitable insurance and investment products.
• Up-to-date knowledge of industry trends and regulatory changes to provide relevant and informed advice.
• Strong collaboration skills to work effectively with colleagues and leverage company resources.
• Commitment to conducting regular reviews of clients' financial plans to ensure alignment with their objectives.
• Ability to educate clients on the benefits and risks of various financial products, empowering informed decision-making.

Responsibilities

• Guide clients in identifying and achieving their financial goals through personalized advice and strategic planning.
• Develop and maintain long-term relationships with clients, ensuring trust and satisfaction in every interaction.
• Analyze clients' financial situations and recommend appropriate insurance and investment products to meet their needs.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date and relevant advice.
• Collaborate with colleagues and leverage company resources to deliver comprehensive financial solutions.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with their evolving objectives.
• Educate clients on the benefits and risks of various financial products, empowering them to make informed decisions.

Skills

Relationship building

Financial planning

Communication

Sales skills

Education

Bachelor's degree in Finance or related field

Tools

Salesforce

Financial planning software

Job description

New York Life Insurance Co. seeks an Experienced Financial Advisor to empower clients to achieve their financial aspirations through personalized advice and a broad portfolio of insurance and investment products.

You will build long-term relationships, stay informed on industry trends, and collaborate with colleagues to deliver comprehensive financial solutions while advancing your professional growth and client satisfaction.