Financial Services Professional

Job description

Description

Join New York Life - Greater DC as a Financial Advisor and be part of a team that's deeply committed to building strong financial futures. With over 175 years of industry success, we stand out in the insurance world by aligning with clients' interests. Here, you'll have the opportunity to craft dynamic, data-driven strategies while cultivating long-term relationships. Your expertise in investments, estate planning, and business strategies will be highly valued as you guide clients to make informed financial decisions.

We're looking for someone with strong communication skills and a passion for growth in the financial services industry. At New York Life, you'll be empowered with the resources and support to thrive professionally. Our accolades, like being #71 on the Fortune 100 and achieving the highest possible financial strength ratings, reflect our commitment to excellence and innovation. If you're ready to make a significant impact and advance your career, we encourage you to apply and join us on this exciting journey.

Responsibilities

• Guide clients in crafting personalized financial plans that align with their goals and values.

• Analyze market trends and data to develop innovative investment strategies for clients.

• Foster long-term relationships with clients by providing consistent, reliable financial advice.

• Collaborate with team members to enhance service offerings and client satisfaction.

• Educate clients on insurance products and services, empowering them to make informed decisions.

• Stay informed on industry developments to ensure clients receive the most current advice.

• Conduct regular reviews of clients' financial portfolios to ensure alignment with their objectives and market conditions.

Qualifications

• FINRA Series 7/6, SIE, and 63/66 are preferred but not required

• A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary

• Basic knowledge of computer programs, including Microsoft Office, financial planning software, CRM systems, and related programs, is needed

• Excellent communication skills, relationship-building, and math skills to establish a strong foundation of customer service for all clients

• A bachelor's degree in business administration, finance, or a similarly related field is desired but not required

Traits of our most successful Associates:

• Passion to help people

• Integrity

• A successful track record

• Enthusiasm

• Self-discipline

• Resilience

• Goal-Oriented

Worksite address

washington, DC, 20022, US

Who can apply

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