Financial Specialist Financial Advisor
New York Life
Anaheim, CA US
Posted ago
New York Life

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

As a financial services professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:

  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications

 Desired Skills and Experience

  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Exemplary communication skills, relationship skills, and customer service skills are vital
  • Prior sales and/or business experience preferred
  • Enterprising mindset
  • Strong desire to help others

It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment

Compensation
$75,000 - $95,000 yearly
About New York Life

At New York Life, we help people and businesses face tomorrow with confidence. Since 1845, we've been making sure our customers are prepared for whatever life has in store. Why do we do it? Because we're just like the people we serve. In fact, many of us are policy owners - with the same hopes and dreams that you have for your family and future.

Funding retirement? Caring for aging parents? Dealing with the death of a family member? No matter what challenge or issue you're facing, chances are we've been there and we can help you.

Talk to your friends and neighbors. Read what the leading rating agencies have to say about our company. Whether you're on your own, have a family, or run your own company, let's get together to talk about your needs.

APPLY NOW
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