Licensed Financial Advisor
Apply NowCompany: NYL - Boston
Location: Westborough, MA 01581
Description:
Description
Are you a Licensed Financial Advisor looking to make a difference in people's lives?
Join our team at NYL - Boston in Westborough, MA, US, where you can earn a competitive salary ranging from $110,000 to $150,000 yearly. We are a dedicated team of financial professionals committed to helping clients achieve their financial goals and secure their future. As a Licensed Financial Advisor with us, you will have the opportunity to provide personalized financial advice, develop customized strategies, and build long-lasting relationships with clients. Our team values integrity, professionalism, and a client-centric approach, making NYL - Boston a rewarding place to expand your career and make a meaningful impact in the financial industry.
Responsibilities
Develop personalized financial plans for clients based on their individual goals and risk tolerance
Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives
Provide expert advice on a wide range of financial products and services to help clients make informed decisions
Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients
Build and maintain strong relationships with clients to foster trust and loyalty in the financial advisor-client partnership
Qualifications
Have a life insurance license (required)
Health, SIE and Series 6 Preferred but not required
Proficient in financial planning software
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Are you a Licensed Financial Advisor looking to make a difference in people's lives?
Join our team at NYL - Boston in Westborough, MA, US, where you can earn a competitive salary ranging from $110,000 to $150,000 yearly. We are a dedicated team of financial professionals committed to helping clients achieve their financial goals and secure their future. As a Licensed Financial Advisor with us, you will have the opportunity to provide personalized financial advice, develop customized strategies, and build long-lasting relationships with clients. Our team values integrity, professionalism, and a client-centric approach, making NYL - Boston a rewarding place to expand your career and make a meaningful impact in the financial industry.
Responsibilities
Develop personalized financial plans for clients based on their individual goals and risk tolerance
Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives
Provide expert advice on a wide range of financial products and services to help clients make informed decisions
Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients
Build and maintain strong relationships with clients to foster trust and loyalty in the financial advisor-client partnership
Qualifications
Have a life insurance license (required)
Health, SIE and Series 6 Preferred but not required
Proficient in financial planning software
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills