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NYL - Nassau GO

Financial Services Advisor

Career Insights for Financial Planner / Investment Consultant

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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.

$121,081 / year median in New York

+7% projected growth

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Job Description

Join NYL - Nassau GO as a Financial Services Professional and empower individuals to achieve their financial aspirations. At New York Life, we offer you the chance to grow your career with a Fortune 100 company that champions innovation and a strong community culture. You'll be part of a dynamic team that prioritizes long-term client success and values collaboration and continuous development. Our flexible work arrangements and professional growth opportunities ensure you have the support you need to thrive. You'll benefit from comprehensive support and resources, including ongoing training and mentorship. We believe in investing in our people, offering competitive benefits like health plans and career advancement paths. As you contribute to making a difference in the lives of those we serve, you'll also be building a fulfilling career for yourself. Let's work together to create value and success in the dynamic insurance industry.
Compensation:
$120,000 plus at planned earnings
Responsibilities:
Guide clients in identifying and achieving their financial goals through personalized strategies. Develop and maintain long-term relationships with clients, ensuring trust and satisfaction. Analyze market trends and provide insights to clients, helping them make informed financial decisions. Collaborate with team members to create innovative solutions that meet client needs. Conduct regular reviews of client portfolios to ensure alignment with their financial objectives. Stay updated on industry regulations and compliance requirements to provide accurate advice. Participate in ongoing training and development programs to enhance your expertise and skills in the insurance industry.
Qualifications:
Experience in financial planning or a related field, with a focus on client-centric solutions. Ability to build and maintain strong, trust-based relationships with clients. Proven track record of analyzing market trends and providing actionable insights. Strong communication skills to effectively convey complex financial concepts to clients. Ability to work collaboratively within a team to develop innovative client solutions. Familiarity with industry regulations and compliance requirements to ensure accurate advice. Commitment to ongoing professional development and staying updated on industry trends and best practices. About Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We're proud of our financial strength: A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) #WHINS1 PI286874162

Benefits

  • Professional Development
  • Dental Insurance