Financial Consultant
New York Life is seeking an eager, strategic, and definitive financial advisor to fill an entry-level position. The role involves helping clients identify and achieve their financial goals through various planning services, including risk management, estate planning, and investment management.
Responsibilities
- Help clients identify and achieve their financial goals through a variety of planning services
- Hone skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more
- Deliver excellent client service
Skills
- Eager and strategic mindset
- Ability to help clients identify and achieve financial goals
- Knowledge of risk management
- Knowledge of estate planning
- Knowledge of debt and investment management
- Knowledge of real estate
- Knowledge of retirement planning
- Knowledge of mutual funds
- Knowledge of investment options
- Dedication to delivering excellent client service
Company Overview
Company H1B Sponsorship