Experienced Financial Advisor

Job Description

Job Description

We are seeking an Experienced Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities :

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

Qualifications :

• Previous experience in banking, financing, or other related fields
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills

Company Description

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term.

We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose : to be there when our policy owners need us.

Our promise?

To work with our clients to build a strong financial future. We have always believed in helping people, families, and businesses of all kinds to help create, protect, and preserve their financial security.

Since 1845, we’ve been doing just that making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.

We’re a lot like the clients we serve.

Each of us is working hard to meet life’s responsibilities and build our own futures. Funding retirement? Looking after aging parents?

Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So when we work with clients, we appreciate that we are being trusted with their most important assets : their family and your business.

We take that responsibility seriously. For over 170 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact.

The Company reserves the right to terminate any benefit plan at any time for any reason. Please refer to the applicable summary plan descriptions and plan documents for information about these plans.

We invite you to explore the depth of that commitment.

New York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender IdentityNew York Life 51 Madison Ave, New York, NY 10010

Company Description

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term.

We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose : to be there when our policy owners need us. r n r nOur promise? r nTo work with our clients to build a strong financial future.

We have always believed in helping people, families, and businesses of all kinds to help create, protect, and preserve their financial security.

Since 1845, we’ve been doing just that making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.

r n r nWe’re a lot like the clients we serve. r nEach of us is working hard to meet life’s responsibilities and build our own futures.

Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times.

So when we work with clients, we appreciate that we are being trusted with their most important assets : their family and your business.

We take that responsibility seriously. For over 170 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact.

r n r n*The Company reserves the right to terminate any benefit plan at any time for any reason. Please refer to the applicable summary plan descriptions and plan documents for information about these plans.

We invite you to explore the depth of that commitment. r n r nNew York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender IdentityNew York Life 51 Madison Ave, New York, NY 10010