Financial Advisor (will train the right candidate)
new york lifeLancaster, PA
Financial Advisor (will train the right candidate)
new york lifeLancaster, PA
11 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceInsurance Agencies and BrokeragesMiscellaneous Financial Investment ActivitiesAbout the role
Are you looking for a career where you can make a meaningful impact, build lasting relationships, and grow professionally? New York Life is seeking motivated, relationship-driven individuals interested in building a career in financial services. Prior financial services experience is not required. We welcome professionals from sales, business development, banking, real estate, recruiting, hospitality, customer service, and other client-facing backgrounds.
What You'll Do:
As a Financial Advisor, you'll work with individuals, families, and business owners to better understand their financial goals and help them identify strategies and solutions that align with their needs.
Responsibilities may include:
- Building and maintaining long-term client relationships
- Developing a network of prospective clients through referrals, networking, and community involvement
- Learning about clients' financial goals, priorities, and concerns
- Educating clients on insurance and financial products and solutions
- Helping clients develop strategies for financial protection, retirement, and other long-term goals
- Conducting regular client reviews as needs and circumstances change
- Continuing to develop your financial knowledge and professional skills
- Training & Licensing Support
You don't need to come from the financial services industry to explore this opportunity.
New York Life provides training and development to help you learn the business and build the skills needed for your career. Candidates will also receive guidance regarding applicable licensing and registration requirements for their role.
Who We're Looking ForSuccessful candidates are typically:
Strong communicators and relationship builders
Self-motivated and goal-oriented
Entrepreneurial and comfortable developing new business
Coachable and committed to continuous learning
Organized and able to manage their time effectively
Comfortable networking and meeting new people
Passionate about helping individuals and families work toward their financial goals
Preferred Skills:
- Relationship Building
- CommunicationSales & Business Development
- Customer Service
- NetworkingConsultative Selling
- LeadershipActive Listening
- Client Relationship Management
- Time Management
Build Your Career With New York LifeThis opportunity can provide a path to develop your financial services expertise, grow your client relationships, and pursue long-term professional development with New York Life.
If you're ready to explore a career where your initiative, relationships, and professional growth matter, apply today to start the conversation.
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JOB OVERVIEW
Experience level
Mid
Location
Lancaster, PA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
11 days ago
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