What are the responsibilities and job description for the Financial Planner position at NYLIFE Securities LLC?
Company Description
NYLIFE Securities is a subsidiary of New York Life Insurance Company and provides clients with world‐class brokerage services and investment options. As a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities aims to help clients maximize their opportunities for wealth growth and maintenance.
Role Description
This is a part-time introductory hybrid role for a Financial Planner located in Charleston, SC with the option for work from home. The Financial Planner will be trained to provide personalized financial planning services, retirement planning, and will end up utilizing their expertise in finance and certified financial planning to help clients achieve their financial goals.
Qualifications
- Financial Planning and Personal Financial Planning interest
- Certified Financial Planner certification (not a disqualifying qualification)
- Interest in Finance and Retirement Planning
- Analytical and problem-solving skills
- Strives to communicate and use interpersonal abilities consistently in their work
- Bachelor's degree (not a disqualifying qualification)
- Experience in the financial services industry is a plus
