Strategic Financial Advisor — Grow Wealth & Plans

New York Life - Melville, NY; Melville (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

New York Life is seeking experienced financial advisors to help clients design personalized financial plans and achieve their long-term goals. You will collect client data, assess financial status, and build lasting relationships as a trusted advisor.

Responsibilities include presenting suitable strategies, facilitating implementation of life insurance, savings plans, mutual funds, and other products, and delivering exemplary service through strong communication and analytical skills.

Qualifications

• Proven success record advising long-term clients.
• Superb math, analysis, and customer service skills.

Responsibilities

• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

Skills

Math skills

Customer service

Relationship building

Communication

Job description

New York Life is seeking experienced financial advisors to help clients design personalized financial plans and achieve their long-term goals. You will collect client data, assess financial status, and build lasting relationships as a trusted advisor.

Responsibilities include presenting suitable strategies, facilitating implementation of life insurance, savings plans, mutual funds, and other products, and delivering exemplary service through strong communication and analytical skills.