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Financial Advisor
Job
New York Life
Remote
Full-Time
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77
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Job Description
Job Description Help for Job Description. Opens a new window. Job Description This is a full-time hybrid position for a Financial Services Professional located in Branford, FL, with opportunities for remote work. The Financial Services Professional will advise clients on financial planning and investment strategies, develop personalized retirement and wealth management plans, and facilitate financial service solutions. Responsibilities include building and maintaining client relationships, identifying financial opportunities, and providing expert recommendations tailored to individual goals. Qualifications
- Proficiency in Financial Planning, Retirement Planning, and Finance
- In-depth knowledge and experience in Financial Services
- Strong Communication skills, including the ability to explain complex financial concepts clearly
- Proven ability to build and maintain strong client relationships
- Licenses such as FINRA Series 6, 63, or 7 preferred
- Self-motivated with the ability to work in both in-office and remote settings
- Exposure to or experience with wealth management tools and technologies is a plus
- 1 to 2 years of experience in field.
- Must meet state's age of majority, which in 18 in Florida, to act as an advisor
Education:
- Bachelor's degree in Finance, Business, or a related field is preferred