Financial Services Professional

NYLIFE Securities LLC is a subsidiary of New York Life Insurance Company and specializes in world-class brokerage services and a wide variety of investment options. As a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities has the resources to help clients maximize their wealth and achieve their financial objectives. Our exceptional client service, investment platform, and competitive cost structure make us a trustworthy partner for long-term financial relationships.

This is a full-time hybrid role as a Financial Services Professional at NYLIFE Securities LLC. As a Financial Services Professional, you will be responsible for providing comprehensive financial planning services, including retirement planning and investment advice. You will communicate with clients to understand their financial goals and develop customized strategies to help them achieve those goals. This role is based in Charlotte, NC, with flexibility for remote work.

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• Financial Planning and Finance skills
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• Retirement Planning expertise
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• Strong communication skills
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• Experience in the financial services industry
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• Knowledge of investment options and strategies
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• Excellent analytical and problem-solving abilities
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• Ability to build and maintain client relationships
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• Bachelor's degree in Finance, Economics, or related field
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