Financial Services Professional
2 - 5 years
Rochester, New York Metropolitan Area
Full-time
Remote
1 month ago
About the role
Company Description
New York Life has been a trusted financial services provider for over 180 years, known for upholding the highest standards of transparency, integrity, and objectivity. Committed to fostering career growth and personal development, the company promotes an inclusive culture that values collaboration, innovation, and diversity. Through the New York Life Foundation, the company emphasizes community engagement, giving, and volunteerism. As a mutual company, New York Life provides insurance, investments, retirement, and advisory services to help clients achieve lifelong goals. New York Life is proud to be an Equal Opportunity Employer that values all individuals regardless of gender identity, sexual orientation, veteran status, or disability.
Role Description
This is a full-time hybrid role located in the Rochester, New York Metropolitan Area, with some work-from-home flexibility. As a Financial Services Professional, you will work collaboratively with clients to assess their financial goals and provide tailored solutions. Your day-to-day activities will include preparing financial plans, offering retirement planning and investment advice, and delivering comprehensive financial services. You will also maintain strong client relationships through regular communication and consultation, ensuring their financial needs are met and objectives achieved.
Qualifications
New York Life has been a trusted financial services provider for over 180 years, known for upholding the highest standards of transparency, integrity, and objectivity. Committed to fostering career growth and personal development, the company promotes an inclusive culture that values collaboration, innovation, and diversity. Through the New York Life Foundation, the company emphasizes community engagement, giving, and volunteerism. As a mutual company, New York Life provides insurance, investments, retirement, and advisory services to help clients achieve lifelong goals. New York Life is proud to be an Equal Opportunity Employer that values all individuals regardless of gender identity, sexual orientation, veteran status, or disability.
Role Description
This is a full-time hybrid role located in the Rochester, New York Metropolitan Area, with some work-from-home flexibility. As a Financial Services Professional, you will work collaboratively with clients to assess their financial goals and provide tailored solutions. Your day-to-day activities will include preparing financial plans, offering retirement planning and investment advice, and delivering comprehensive financial services. You will also maintain strong client relationships through regular communication and consultation, ensuring their financial needs are met and objectives achieved.
Qualifications
- Expertise in Financial Planning, Finance, and Retirement Planning
- Strong Communication skills to effectively engage with diverse clients
- Knowledge or experience in Financial Services
- Proficiency in building lasting client relationships and delivering client-focused solutions
- Strong analytical, problem-solving, and organizational skills
- Ability to leverage technology for financial analysis and client management
- Must have appropriate licensing or willingness to obtain relevant certifications, such as Series 6/7, Series 63, and Life & Health Insurance License
- Bachelor's degree in Finance, Business, Economics, or a related field is preferred
Skills
Financial Services