Financial Advisor - Melville, United States - New York Life

Description

Job Description

Are you an experienced financial professional 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

$120,000

• Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Customize financial plans for each client based on potential life changes and changing financial needs
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives

• Entrepreneurial mindset.
• Strong communication skills both written and verbal.
• Desire to help individuals, families, and businesses address their financial needs.
• Strong business acumen.
• Professional business demeanor.
• Perseverance in the face of challenge.
• Ability to engage your community and leverage professional networks/contacts.

New York Life has been helping generations of Americans attain their financial goals through our nationwide agent force for more than 180 years. Our agents' abilities are advanced through our award-winning training, product offerings, agent support, opportunity for advancement, personal and professional growth, and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paves the way for success with the tested processes, and is actively immersed with you in achieving your desired career objectives.

Build relationships with clients and help them achieve their financial goals while building a great career for yourself in the process. Utilizing our expansive product lines. Our agents work to guide individuals, families, and businesses toward the financial goals they envision. That is no easy task, however, for the right person, it can be a truly rewarding career with the potential for growth opportunities.