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Financial Services Professional-Advisor

Employer
New York Life & NYLIFE Securities, LLC - Broomfield
Location
Denver, Colorado, United States
Closing date
Feb 23, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
We are seeking a community-oriented professional to work with a seasoned Financial Advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance or equivalent experience, a proven track record of creating successful, long-term relationships, and excellent communication skills. Apply now!

Responsibilities:

• Customize financial plans for each client based on potential life changes and changing financial needs
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations

Qualifications:

• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• A bachelor's degree or equivalent experience is preferred
• Previous success in business ownership, management, sales, consulting or financial services is needed
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial

About Company:
New York Life Insurance Company & NYLIFE Securities, LLC - a Fortune 100 company - founded in 1845, is the largest and oldest mutual life insurance company in the United States. New York Life has the highest possible financial strength ratings from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of 9/12/2022.

Together with its subsidiaries, New York Life provides a wide range of products and services, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through its broker-dealer arm NYLIFE Securities, LLC (member of FINRA and SIPC), Wealth management, estate planning, and advisory services are offered through the investment advisory division Eagle Strategies, LLC. New York Life Investment Management provides institutional asset management and retirement plan services.

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