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Experienced Financial Professional

New York Life - Tallahassee - Leon

Experienced Financial Professional

Tallahassee, FL
Full Time
Paid
  • Responsibilities

    Are you an Experienced Financial Professional looking to make a significant impact? Join our team at New York Life - Tallahassee - Leon in Tallahassee, FL, US, where the salary ranges from $80,000 to $120,000 yearly. We are a reputable company committed to empowering our community through financial stability. As part of our team, you will have the opportunity to work with a diverse clientele, assisting them in achieving their financial goals and securing their futures. Your expertise will be valued as you provide personalized financial solutions that make a real difference in people's lives. Take the next step in your career with us today. Responsibilities: • Develop comprehensive financial plans for clients based on their financial goals and risk tolerance • Regularly review and analyze clients' financial portfolios to ensure alignment with their objectives and market conditions • Provide personalized financial advice and guidance to clients on insurance, investment opportunities, retirement planning, and wealth management strategies • Identify new business opportunities through networking, client referrals, and strategic prospecting efforts • Stay up-to-date on industry trends, regulations, and best practices to enhance the quality of financial services provided to clients Qualifications: • Bachelor's degree in Finance or a related field • Financial Advisor License (Series 6 or 7 and 63) • Minimum 2 years of sales experience in the financial services industry • Strong background in insurance products • US Work Authorization Compensation: $80,000 - $120,000 yearly

    • Develop comprehensive financial plans for clients based on their financial goals and risk tolerance • Regularly review and analyze clients' financial portfolios to ensure alignment with their objectives and market conditions • Provide personalized financial advice and guidance to clients on insurance, investment opportunities, retirement planning, and wealth management strategies • Identify new business opportunities through networking, client referrals, and strategic prospecting efforts • Stay up-to-date on industry trends, regulations, and best practices to enhance the quality of financial services provided to clients