What are the responsibilities and job description for the Financial Professional position at New York Life?
Company Description New York Life is a mutual company with over 180 years of experience helping individuals and families achieve long-term financial goals through insurance, investments, retirement, and advisory services. The organization emphasizes transparency, objectivity, and integrity, and actively supports local communities through a strong culture of giving and volunteerism, including the New York Life Foundation. Team members benefit from a workplace that values development, career growth, collaboration, innovation, and diversity and inclusion, supported by comprehensive resources and programs. New York Life is an Equal Opportunity Employer, welcoming individuals of all backgrounds and identities. Investment and advisory offerings are provided through affiliated entities NYLIFE Securities LLC and Eagle Strategies LLC, subject to appropriate licensing and disclosure.
Role Description The Financial Professional role is a full-time, on-site position based in Westerville, OH. In this role, the individual will work with clients to understand their financial goals and develop tailored strategies involving insurance, investment, retirement, and other financial solutions. Daily activities include meeting with clients, performing financial analyses, preparing proposals and financial reports, and providing ongoing guidance to help clients adjust plans as their circumstances change. The role also involves staying informed about market trends and product offerings, collaborating with team members and specialists, and maintaining compliance with regulatory and company standards. Building long-term relationships, delivering clear explanations of complex financial concepts, and participating in local community and networking activities are key aspects of the position.
Qualifications
Role Description The Financial Professional role is a full-time, on-site position based in Westerville, OH. In this role, the individual will work with clients to understand their financial goals and develop tailored strategies involving insurance, investment, retirement, and other financial solutions. Daily activities include meeting with clients, performing financial analyses, preparing proposals and financial reports, and providing ongoing guidance to help clients adjust plans as their circumstances change. The role also involves staying informed about market trends and product offerings, collaborating with team members and specialists, and maintaining compliance with regulatory and company standards. Building long-term relationships, delivering clear explanations of complex financial concepts, and participating in local community and networking activities are key aspects of the position.
Qualifications
- Candidates should possess strong Financial Planning and Finance skills to design and implement comprehensive client strategies.
- Candidates should possess solid Analytical Skills and Financial Reporting capabilities to interpret data and prepare accurate client presentations and documentation.
- Candidates should possess excellent Communication skills to explain financial concepts clearly, build trust, and maintain long-term client relationships.
- Relevant experience in financial services, insurance, investments, or advisory roles is beneficial.
- Bachelor’s degree in finance, business, economics, or a related field is preferred, along with applicable state insurance and securities licenses or the ability to obtain them.
- Demonstrated ability to work ethically, meet regulatory requirements, and manage confidential information with discretion.
- Strong organizational skills, self-motivation, and a commitment to ongoing professional development are advantageous.