What are the responsibilities and job description for the Financial Professional position at New York Life?
Role Description
This is a full-time hybrid role for a Financial Professional based in Pittsburgh, PA, with some flexibility for remote work. Responsibilities include assisting clients with financial planning, managing financial strategies, analyzing data, preparing financial reports, and delivering effective communication to provide guidance and build long-term relationships with clients. The Financial Professional will build tailored solutions to meet client needs and support their financial goals while ensuring regulatory compliance in all activities.
Qualifications
- Must be within a 300 mile radius of Pittsburgh, PA
- Strong skills in Financial Planning and Finance to create and manage strategies for diverse client needs
- Proficiency in Analytical Skills and Financial Reporting to assess and interpret financial data
- Excellent Communication skills to build trust and effectively consult with clients
- Ability to maintain regulatory compliance and an ethical approach in all professional dealings
- Bachelor's degree in Finance, Economics, Business, or a related field is preferred but not required
- Relevant certifications such as CFP or willingness to obtain them are highly valued
- Proven ability to work independently and collaboratively within both in-office and remote environments
*New York Life does not offer employer sponsorship for visa holders