Impactful Financial Advisor & Client Planner
Job in
Bridgewater, Plymouth County, Massachusetts, 02324, USA
Listed on 2026-08-23
Listing for:
New York Life, Coelho Group — Bridgewater
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
New York Life is seeking a motivated financial services professional to grow a client base and provide comprehensive financial guidance through educated meetings and seminars. You will tailor plans using life insurance, investments, and savings products to meet client goals.
The role emphasizes integrity, strong relationship building, and proactive networking to expand a client base in a trusted advisory capacity, supported by a Fortune 100 firm.
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