We are seeking a Registered Representative/ Financial Advisorto join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
Advise clients on investment strategies and other financial decisions
Assess clients' assets, liabilities and overall financial conditions
Prepare presentations that recommend various financial products
Review and communicate portfolio performances to clients
Network and build relationships with new and existing client base
Qualifications:
Previous experience in banking, financing, or other related fields
Familiarity with investment products and services
Ability to build rapport with clients
Strong analytical and critical thinking skills
Excellent written and verbal communication skills
\nCompany Description
Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 70 Consecutive years, we have led the Million Dollar Round Table2, with more members than any other financial institution in the United States.
Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Company Description
Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 70 Consecutive years, we have led the Million Dollar Round Table2, with more members than any other financial institution in the United States. \r\n\r\nMission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Numbers & Facts
Location
Westborough, MA
Skills
Analysis Skillsunmatched
Annuitiesunmatched
Banking Servicesunmatched
Communication Skillsunmatched
Fast Foodunmatched
Financeunmatched
Financial Planningunmatched
Financial Servicesunmatched
Insuranceunmatched
Investment Servicesunmatched
Investment Strategyunmatched
Presentation/Verbal Skillsunmatched
Writing Skillsunmatched
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