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New York Life

Financial Services Professional

Career Insights for Financial Planner / Investment Consultant

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Based on Louisiana 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.

$101,525 / year median in Louisiana

-1% projected decline

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Job Description

Financial Services Professional New York Life - 3.6 New Orleans, LA Job Details Full-time $60,000 - $150,000 a year 17 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance 401(k) matching Opportunities for advancement Qualifications Professional networking Financial sales Teamwork Interpersonal skills Bachelor's degree Financial product expertise Full Job Description Financial Services Professional We are seeking a Financial Advisor to join our team! As a Financial Advisor for New York Life, you'll be trained to build meaningful relationships with your clients. You'll help them make good decisions that will promote financial security for them and their loved ones for generations to come. You'll experience all the rewards that come with making a real difference in people's lives, and helping them achieve their financial goals. This is your chance to bring about a positive change-both in your life, and in the lives of others. We don't just offer jobs, we offer meaningful careers with opportunities for advancement, flexibility, significant income potential, and being in a position to improve the lives of clients. Fortune 100 company with a 175-year history of helping our clients. Named one of America's 2019 "Great Places to Work."
Responsibilities:
Advise clients on investment strategies and other financial decisions Assess clients' assets and overall financial conditions Conduct Meeting with Clients Client Acquisition Review and communicate portfolio performances to clients Network and build relationships with new and existing client base
Qualifications:
Self disciplined work ethic with the ability to create and maintain your own schedule Ability to learn financial products Coachable with the ability to work individually and as part of a team Goal Oriented Excellent verbal communication skills Related keywords: finance, financial advisor, Agent, sales, manager
Job Type:
Full-time Pay:
$60,000.00 - $150,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Vision insurance
Education:
Bachelor's (Required)
Work Location:
Hybrid remote in New Orleans, LA 70113

Benefits

  • 401(k) Plans
  • Health Insurance
  • Dental Insurance
  • Vision Insurance