New York Life→
Associate Financial Advisor
Entry LevelHybrid
Location
Los Angeles, CA
Salary
$123k–$123k/yr
Experience
Not specified
Posted
1 day ago
Skills
risk managementestate planningdebt managementinvestment managementreal estateretirement planningmutual fundsinvestment optionsclient service
Job Description
Summary: New York Life is seeking an eager, strategic, and definitive financial advisor for an entry-level position that offers room for growth. The ideal candidate will help clients identify and achieve their financial goals through various planning services.
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
Required Qualifications:
- Eager and strategic mindset
- Ability to help clients identify and achieve financial goals
- Knowledge of planning services including risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options
- Dedication to delivering excellent client service
Required Skills: Risk Management, Estate Planning, Debt Management, Investment Management, Real Estate, Retirement Planning, Mutual Funds, Investment Options, Client Service