What are the responsibilities and job description for the Financial Services Professional position at New York Life?
New York Life is a trusted leader in the financial services industry with a long history of helping individuals and families achieve financial security. Known for its commitment to excellence and integrity, the company provides a range of insurance, retirement, and financial planning solutions. With a focus on customized offerings, New York Life supports professionals in making a meaningful impact on clients' lives. The company values personal growth, integrity, and professionalism in every aspect of its operations.
This is a full-time on-site role for a Financial Services Professional located in Fort Collins, CO. The position involves building relationships with clients, providing personalized financial guidance, and offering tailored solutions for financial planning, retirement planning, and other financial needs. Responsibilities include client consultations, strategizing, and continuously monitoring clients’ financial progress. Professionals will also identify new opportunities to help clients achieve their goals and contribute to their long-term financial security.
- Proficiency in Financial Planning, Retirement Planning, and Financial Services
- Strong understanding of Finance principles and strategies
- Effective Communication and interpersonal skills to build and maintain client relationships
- Demonstrated ability to work ethically and provide client-focused solutions
- Bachelor’s degree in Finance, Business Administration, Communication, or a related field (preferred)
- Relevant certifications such as CFP (Certified Financial Planner) or other financial accreditations are an advantage
- An entrepreneurial mindset and a passion for helping others achieve financial success