What are the responsibilities and job description for the Entry Level Financial Specialist position at New York Life-NJ General Office?
Description
Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector!The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today!
Responsibilities
- Develop strong relationships within local communities
- Engage in a top-notch training program within the financial services industry
- Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives
- Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects
- Devise sustainable financial solutions tailored to clients' long-term needs
- Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions
Qualifications
Traits of our most successful associates :