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