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Financial Advisor

New York Life Insurance

Financial Advisor

National
Full Time
Paid
  • Responsibilities

    Job Description

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

    RESPONSIBILITIES:

    *Advise clients on investment strategies and other financial decisions

    *Assess client's 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 communications skills