What are the responsibilities and job description for the Financial Services 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 milestones through insurance, investments, retirement, and advisory services. The company is committed to transparency, integrity, and objectivity, and supports local communities through a strong culture of giving and volunteerism, including the New York Life Foundation. Team members benefit from a workplace that emphasizes development, career growth, collaboration, innovation, and diversity & inclusion. Through comprehensive resources and programs, employees can advance their careers while growing personally and professionally in an environment that values equal opportunity for all.
Role Description The Financial Services Professional is a full-time, on-site role based in Princeton, NJ. This position focuses on building and maintaining long-term client relationships, assessing financial needs, and developing tailored strategies across areas such as insurance, investments, and retirement planning. Day-to-day responsibilities include conducting client meetings, analyzing financial data, presenting recommendations, and implementing solutions aligned with client goals and risk tolerance. The role also involves ongoing client support, monitoring plan performance, staying informed about financial markets and products, and complying with industry regulations and New York Life policies. Professionals in this role collaborate with colleagues and use firm tools and training resources to grow their practice and deliver high-quality service.
Qualifications
- Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies for clients.
- Candidates should possess solid knowledge of Finance and Financial Services to understand products, markets, and regulatory requirements.
- Candidates should possess excellent Communication skills to explain complex concepts clearly, build trust, and maintain client relationships.
- Bachelor’s degree in finance, business, economics, or a related field is preferred.
- Relevant professional licenses (such as life and health insurance licenses, FINRA registrations) or willingness to obtain them with company support.
- Strong analytical, organizational, and problem-solving abilities, with attention to detail and ethical judgment.
- Motivation to build a client-focused practice, with resilience, initiative, and the ability to work both independently and collaboratively.