Financial Service Professional

NewYorkLife/ NYLIFE Securities LLC

Financial Service Professional

Lafayette, LA +1 location
Paid
  • Responsibilities

    At New York Life, we’re all about empowering financial success and securing futures. As a Financial Service Professional, you’ll be joining a Fortune 100 company with over 180 years of history in helping families protect what matters most. You’ll dive into the dynamic field of insurance, gaining the skills needed for effective wealth management. This role isn’t just about numbers; it’s about building trust and making a difference in clients' lives. If you’ve got a knack for communication and a passion for solving problems, we’d love to see you grow with us. Our commitment to innovation means you’ll have access to cutting-edge tools and resources. We’re proud to foster an environment where your career can flourish through competitive compensation, opportunities for advancement, and a supportive team culture. Join us and be part of a company that’s been recognized by Forbes as one of America’s Best Employers for Diversity. Your journey towards a rewarding career in financial services starts here—apply today and let’s build the future together. Responsibilities: • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Serve as a collaborative team player willing to further development through continued training opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Compensation: $80,000 - $120,000 yearly

  • Compensation
    $80,000-$120,000 per year
  • Locations
    Lafayette, LA • Baton Rouge, LA