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Financial Professional
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Connecticut data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$103,337 / year median in Connecticut
-1% projected decline
Job Description
Financial Professional at New York Life Financial Professional at New York Life in East Windsor, Connecticut Posted in about 23 hours ago.
Type:
full-time
Role Description:
We are seeking a Financial Professional to join our team in Windsor, CT ! You will deliver personalized protection and investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
Advise clients on protection and investment strategies and other financial decisions Assess clients' assets, liabilities and overall financial conditions Prepare presentations that recommend various financial products Develop and maintain lasting professional relationships Network and build relationships with new and existing client base
Qualifications:
Previous experience in sales, financing, or other related fields is preferred but not required Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients Client-focused mindset with the ability to provide tailored financial solutions Self-motivated with a strong sense of accountability Coachable with a willingness to learn and improve By joining our team you will have access to: Expectational income potential An award-winning training program to help you get started Mentorship and professional development and training A culture that promotes diversity, inclusion, acceptance and new ideas Full financial support for all licenses (CT Life/Health, SIE/FINRA), certifications, and professional designations
Salary:
$45K - 165
K/yr Medical, Dental, Vision, Life, Retirement, PTO Company Description:
There are few Fortune 100 companies as renowned as we are for our diverse culture, training, and career opportunities. So it should not be surprising that when you work at New York Life-whether as an agent or one of our valued corporate employees-you're backed by unyielding support, development, and resources. Start here to discover the right career track for you.