Financial Advisor
6 - 10 years
Atlanta Metropolitan Area
Full-time
Hybrid
1 month ago
About the role
Company Description
New York Life has been committed to helping individuals achieve their financial goals for over 180 years. As a mutual company, we prioritize transparency, objectivity, and integrity while fostering a culture of giving and community support through the New York Life Foundation. We value employee development, career growth, innovation, collaboration, diversity, and inclusion, offering ample resources for personal and professional growth. With expertise in insurance, investments, retirement, and advisory services, New York Life is a trusted leader in the financial industry. As an Equal Opportunity Employer, we celebrate a diverse workplace where everyone is welcome.
Role Description
This is a full-time hybrid role based in the Atlanta Metropolitan Area, with some flexibility for remote work. As a Financial Advisor, you will provide personalized financial advice and solutions to clients, which may include retirement planning, investment strategies, insurance solutions, and wealth management. Typical responsibilities involve meeting with clients to understand their financial goals, developing tailored strategies, monitoring financial plans, and building long-term relationships. You will also need to stay up-to-date on market trends and maintain compliance with industry regulations.
Qualifications
New York Life has been committed to helping individuals achieve their financial goals for over 180 years. As a mutual company, we prioritize transparency, objectivity, and integrity while fostering a culture of giving and community support through the New York Life Foundation. We value employee development, career growth, innovation, collaboration, diversity, and inclusion, offering ample resources for personal and professional growth. With expertise in insurance, investments, retirement, and advisory services, New York Life is a trusted leader in the financial industry. As an Equal Opportunity Employer, we celebrate a diverse workplace where everyone is welcome.
Role Description
This is a full-time hybrid role based in the Atlanta Metropolitan Area, with some flexibility for remote work. As a Financial Advisor, you will provide personalized financial advice and solutions to clients, which may include retirement planning, investment strategies, insurance solutions, and wealth management. Typical responsibilities involve meeting with clients to understand their financial goals, developing tailored strategies, monitoring financial plans, and building long-term relationships. You will also need to stay up-to-date on market trends and maintain compliance with industry regulations.
Qualifications
- Strong financial planning and advisory skills, including experience with insurance, investments, and retirement solutions.
- Proficiency in sales strategies, relationship management, and client acquisition techniques.
- Analytical skills for financial forecasting, market analysis, and creating tailored financial strategies.
- Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly.
- Self-motivated with a results-driven mindset and a commitment to continuous learning and professional development.
- Minimum of a Bachelor's degree in Finance, Business Administration, or a related field.
- Relevant certifications such as CFP, Series 6 or 7 license, or the willingness to obtain necessary licensing within a determined timeframe.
- Experience with financial tools and software; knowledge of CRM systems is a plus.
Skills
Financial Services