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Licensed Financial Advisor

New York Life - Tulsa

Licensed Financial Advisor

Tulsa, OK
Full Time
Paid
  • Responsibilities

    Are you a Licensed Financial Advisor looking to make a difference in people's lives? Join New York Life - Tulsa in Tulsa, OK, US, where we value integrity, trust, and excellence. With a competitive compensation, you'll be part of a team dedicated to helping clients achieve their financial goals. At New York Life - Tulsa, you'll have the opportunity to provide personalized financial solutions, build lasting relationships, and make a real impact in your community. Be part of a company that values your expertise and offers a supportive environment for professional growth. Join us in shaping a secure financial future for our clients. Responsibilities: • Develop personalized financial plans for clients based on their goals and risk tolerance. • Regularly review and adjust client portfolios to ensure alignment with their financial objectives. • Provide expert advice on investment options, retirement planning, and insurance products. • Stay informed about market trends and financial regulations to best serve clients' needs. • Build and maintain strong relationships with clients to foster trust and loyalty. Qualifications: • 3+ years of experience in financial advising. • Licensed Financial Advisor. • Life Insurance Broker Licenses. • Strong understanding of insurance products. • Excellent interpersonal communication skills. Compensation: $80,000 at plan yearly

    • Develop personalized financial plans for clients based on their goals and risk tolerance. • Regularly review and adjust client portfolios to ensure alignment with their financial objectives. • Provide expert advice on investment options, retirement planning, and insurance products. • Stay informed about market trends and financial regulations to best serve clients' needs. • Build and maintain strong relationships with clients to foster trust and loyalty.