Job Description

Job Description

We are seeking a Financial Advisor **** to join our team! New York Life is a Fortune 100 company and boasts the best training program in the industry making this a great career option for ambitious individuals from disassociated careers. You will be educated to deliver personalized insurance and investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

• Advise clients on investment strategies and other financial decisions
• Assess clients' 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:

• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• Great work ethic, high character and an entrepreneurial drive a MUST!
• Previous experience in banking, financing, or other related fields is a PLUS