Financial Services Professional
New York Life - Ivy Shen
San Francisco, CA US
Posted ago
New York Life - Ivy Shen

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
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
Qualifications

  • Bachelor's degree is preferred
  • FINRA Security Licenses Series 6 or 7 and Series 63 are preferred
  • Prior sales and/or Sales Management Experience is preferred
  • Excellent communication and organization skills

Compensation
$150,000 at plan yearly
About New York Life - Ivy Shen

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.

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