Company Description
For over 175 years, New York Life Insurance Company has been committed to helping people put love into action. As a mutual company, we prioritize transparency, objectivity, and integrity. We are dedicated to improving local communities through our New York Life Foundation, which supports giving and volunteerism. Our company values career growth, collaboration, innovation, and diversity & inclusion. We provide various resources and programs to foster personal and professional development. New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity.
Role Description
This is a full-time hybrid role, located in Staten Island, NY, with some work from home acceptable. As a Financial Professional on the Fast Track to Management, you will help clients with their financial planning, provide sound financial advice, and develop strategies to meet their long-term financial goals. Day-to-day tasks include financial analysis, financial reporting, and client communications. You will also support financial planning and investment strategies, while preparing to transition into a management role.
Qualifications
- Proficiency in Financial Planning and Finance
- Strong Analytical Skills and experience in Financial Reporting
- Excellent Communication skills
- Ability to work independently and collaboratively
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Accounting, Business, or related field
- Life & Health Licensed / Preferred but not required
- Series 6/7 and 63 licenses / Preferred but not required