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Financial Services Certified Professional

NY LIFE

Financial Services Certified Professional

Petersburg, VA
Full Time
Paid
  • Responsibilities

    Join our team in Petersburg, VA as a motivated and committed Personal Financial Professional at NY LIFE. In this role, you will provide extensive financial advice and support to individuals, families, and business owners, assisting them in achieving both their short-term and long-term financial objectives. As part of our team, you will benefit from the support of a skilled group, gain access to a wide range of financial options, and have the opportunity to earn a competitive salary based on your dedication and performance. Start your journey with us today and become a valued team member in an environment that recognizes your efforts and encourages your progression within the field. Responsibilities: • Develop personalized financial strategies for clients based on their short-term and long-term financial objectives • Assist clients in creating and managing budgets, researching investment opportunities, and determining optimal saving and investing methods • Regularly monitor and provide updates on changes in the financial market • Utilize financial software and tools to identify and recommend suitable investment opportunities • Maintain accurate and comprehensive records of all client accounts and transactions Qualifications: • Bachelor's degree in business, finance, or a related field • 2+ years of sales experience • Excellent communication and interpersonal skills • US Work Authorization Compensation: $120,000 - $150,000 yearly

    • Develop personalized financial strategies for clients based on their short-term and long-term financial objectives • Assist clients in creating and managing budgets, researching investment opportunities, and determining optimal saving and investing methods • Regularly monitor and provide updates on changes in the financial market • Utilize financial software and tools to identify and recommend suitable investment opportunities • Maintain accurate and comprehensive records of all client accounts and transactions