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Financial Specialist & Financial Advisor

New York Life

Financial Specialist & Financial Advisor

Anaheim, CA
Full Time
Paid
  • Responsibilities

    Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: As a financial services professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics: • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • 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 • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications:  DESIRED SKILLS AND EXPERIENCE • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Exemplary communication skills, relationship skills, and customer service skills are vital • Prior sales and/or business experience preferred • Enterprising mindset • Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment Compensation: $75,000 - $95,000 yearly

    • As a financial services professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics: • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • 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 • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

  • Industry
    Financial Services