New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Serve as a collaborative team player willing to further development through continued training opportunities • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Qualifications: • Ability to successfully network to prospect new potential clients is a must • Must have effective relationship management skills • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Compensation: $114,500 at plan earnings

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