Financial Professional

Company Description

For over 180 years, New York Life has supported individuals and families in achieving their financial milestones with integrity, transparency, and objectivity. As a mutual company, we are dedicated to fostering career growth, innovation, diversity, and inclusion, while positively impacting communities through philanthropy and volunteerism. Backed by the New York Life Foundation, our broad range of services includes insurance, investments, retirement, and advisory solutions. We provide a supportive environment where employees have access to resources and programs designed for personal and professional development. New York Life is an Equal Opportunity Employer dedicated to fostering a diverse and inclusive workplace for all.

Role Description

This is a full-time hybrid role for a Financial Professional based in Wall, NJ, with the flexibility to work remotely for part of the time. The Financial Professional will provide personalized financial strategies to clients, helping them plan for future financial goals and security. The role includes financial planning, analyzing client objectives, offering investment and insurance solutions, and building and maintaining long-term client relationships. The individual will also collaborate with internal teams to ensure client satisfaction and success.

Qualifications

• Strong understanding of Financial Planning, Finance, and Financial Reporting
• Excellent Analytical Skills to assess financial data and develop tailored recommendations
• Exceptional Communication skills to effectively engage with clients and explain complex financial concepts
• Capability to build and foster long-term client relationships with integrity and trust
• Proficiency with financial tools and technology is a plus
• Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred
• Relevant certifications such as CFP®, FINRA licenses, or similar are advantageous