Financial Services Professional
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-02-28
Listing for:
New York Life Insurance Company
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Banking & Finance -
Business
Financial Advisor, Financial Analyst, Banking & Finance
Job Description & How to Apply Below
Role Description
This is a full-time role for a Financial Services Professional. The responsibilities include securing new clients and providing tailored financial planning and retirement planning advice, managing financial portfolios, and guiding clients through financial decisions and strategies. The role also involves building strong relationships with clients, identifying their needs, and offering customized financial solutions. At New York Life you are in business for yourself, and not by yourself.
Qualifications- Skills in Financial Planning, Retirement Planning, and Financial Services to design and manage tailored financial solutions
- Strong Communication skills to effectively liaise with clients and explain financial strategies
- Proven knowledge and expertise in Finance and related areas
- Ability to work independently and demonstrate self-discipline in an entrepreneurial model.
- Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) are a plus
- Experience in customer relationship management and familiarity with financial software tools is beneficial
- Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred
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