Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives.
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations.
- Customize financial plans for each client based on potential life changes and changing financial needs.
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
Qualifications
- Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese, and Korean.
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred.
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired.
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential.
Compensation
$120,000 yearly
About NYL-Jian Guan
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re proud of our financial strength and the training we offer.
• Training Magazine’s APEX Award for 2022
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For
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