Financial Services Professional
New York Life is a Fortune 100 company with a long history of helping clients achieve financial security. They are seeking a Financial Advisor to build meaningful relationships with clients and assist them in making informed financial decisions to secure their future.
Responsibilities
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets and overall financial conditions
- Conduct Meeting with Clients
- Client Acquisition
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Skills
- Self disciplined work ethic with the ability to create and maintain your own schedule
- Ability to learn financial products
- Coachable with the ability to work individually and as part of a team
- Goal Oriented
- Excellent verbal communication skills
- Bachelor's (Required)
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Company Overview
Company H1B Sponsorship
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