What are the responsibilities and job description for the Financial Services Professional position at New York Life Investment Management?
Are you driven, good with people, and ready for more?
You don't need a finance background. You need ambition. We'll handle everything else.
Full training licensing support. We guide you from day one. Mentorship from top producers at the #1 NYL office in the country.
Build a book of business that's 100% yours
Help real families protect their financial futures
Proven system a brand that opens doors
THIS ROLE IS IDEAL FOR:
- Career Changers
- Sales Professionals
- Military Veterans
- Teachers
- Real Estate Agents
- Recent Graduates
- Retail Managers
- Entrepreneurs
We're not just any New York Life office. We're the largest and #1 producing office in the entire
Company Description
New York Life Investment Management is a leader in disciplined active management with a global platform overseeing $800 billion in assets under management (AUM). The company provides specialized expertise across public and private markets, spanning every major asset class. With a commitment to helping clients navigate evolving investment landscapes, New York Life Investment Management delivers innovative solutions tailored to client needs.
This is a full-time, on-site role for a Financial Services Professional based in Melville, NY. The role involves helping clients with financial planning, managing retirement strategies, and providing customized solutions that align with their financial goals. Day-to-day responsibilities include engaging with clients, analyzing financial situations, offering financial and investment advice, and ensuring compliance with regulatory standards. You will also collaborate with team members to deliver exceptional service and foster long-term client relationships.
Qualifications
- Proficiency in Financial Planning, Retirement Planning, and Financial Services
- Strong knowledge of Finance and related principles
- Exceptional Communication skills with a focus on building trust and long-term client relationships
- Proven ability to analyze and interpret financial data
- Relevant financial certifications (e.g., CFP, CFA) are a plus
- Bachelor’s degree in Finance, Business, or a related field is preferred
- Commitment to ethical standards and client-centric approaches