What are the responsibilities and job description for the Financial Advisor position at New York Life?
Company Description
For over 180 years, New York Life Insurance Company has been dedicated to helping individuals achieve their life goals with products spanning insurance, investments, retirement, and advisory services. As a mutual company, we prioritize transparency, integrity, and community improvement through initiatives such as the New York Life Foundation. We foster a supportive environment that emphasizes career growth, diversity, and innovation. At New York Life, you will have access to resources and programs that enable professional development while making a meaningful impact. New York Life is proud to be an Equal Opportunity Employer, committed to inclusivity and respect for all individuals.
Role Description
This is a full-time, on-site Financial Advisor role located in Boston, MA. As a Financial Advisor, you will provide personalized financial guidance to clients, including helping them create strategies for financial planning, retirement preparation, and investments. Responsibilities include analyzing clients’ financial needs, building and maintaining client relationships, and offering tailored solutions to meet their long-term financial goals. You will also educate clients about various financial products and keep updated with market trends to provide the best investment and advisory services.
Qualifications
For over 180 years, New York Life Insurance Company has been dedicated to helping individuals achieve their life goals with products spanning insurance, investments, retirement, and advisory services. As a mutual company, we prioritize transparency, integrity, and community improvement through initiatives such as the New York Life Foundation. We foster a supportive environment that emphasizes career growth, diversity, and innovation. At New York Life, you will have access to resources and programs that enable professional development while making a meaningful impact. New York Life is proud to be an Equal Opportunity Employer, committed to inclusivity and respect for all individuals.
Role Description
This is a full-time, on-site Financial Advisor role located in Boston, MA. As a Financial Advisor, you will provide personalized financial guidance to clients, including helping them create strategies for financial planning, retirement preparation, and investments. Responsibilities include analyzing clients’ financial needs, building and maintaining client relationships, and offering tailored solutions to meet their long-term financial goals. You will also educate clients about various financial products and keep updated with market trends to provide the best investment and advisory services.
Qualifications
- Strong skills in Financial Planning and Retirement Planning to analyze client needs and design effective strategies
- Experience in Investments and Financial Advisory to provide tailored solutions and recommendations
- Extensive knowledge of Finance with the ability to communicate complex concepts clearly
- Excellent interpersonal and communication skills to build and maintain client trust
- Ability to stay current with financial products, industry trends, and regulatory frameworks
- Bachelor’s degree in Finance, Business, Economics, or a related field is preferred
- State Life and Health Insurance License and FINRA Series 6/7 and 63 registrations (or willingness to obtain them)
- Proven ability to work independently and as part of a team in a professional environment