Personal Financial Planner

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Compensation:

$80,000 - $120,000 yearly

Responsibilities:

Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives

Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products

Create customized financial plans suitable for each client based on potential life changes and changing financial needs

Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations

Qualifications:

Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

We're proud to be recognized by the following organizations.

Fortune 2024: World's Most Admired Companies Handshake 2025: Early Talent Award

Forbes 2024: America's Best Employers for Diversity, Seramount: 2024 Best Companies for Multicultural Women.

We're proud of the help we've provided and continue to provide clients. 5.1 million lives protected (includes all owners of individual life insurance and annuity policies)