Financial Advisor - New York, NY

Only for registered members New York, NY, United States

22 hours ago

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Job summary

We are seeking a Financial Representative to build long-lasting relationships and provide guidance to help clients meet their financial goals and objectives.

Responsibilities

* Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives.
* Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, longterm care insurance, annuities and investments.
* Create a referral based practice to build your clientele.
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