We are searching for a hardworking Financial Services Professional to join our diverse team at New York Life & NYLIFE Securities, LLC - Broomfield in Denver, CO.
Growing your career as a Full Time Financial Services Professional is an amazing opportunity to develop relevant skills.
If you are strong in communication, presentation and have the right mindset for the job, then apply for the position of Financial Services Professional at New York Life & NYLIFE Securities, LLC - Broomfield today!
Are you an experienced professional who thrives on helping people and providing excellent service? If so, we are looking for you! Our successful candidate will have a proven track record of business relationships, a competitive spirit, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!Responsibilities:Create customized financial plans suitable for each client based on potential life changes and changing financial needsAid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial productsResearch and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesProvide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenCollect each client's financial information to determine financial status, financial goals, cash flow, and financial expectationsQualifications:Exemplary communication skills, math skills, relationship skills, and customer service skills are vitalAbout Company:New York Life Insurance Company & NYLIFE Securities, LLC - a Fortune 100 company - founded in 1845, is the largest and oldest mutual life insurance company in the United States. New York Life has the highest possible financial strength ratings from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of 9/12/2022.Together with its subsidiaries, New York Life provides a wide range of products and services, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as, mutual funds through its broker-dealer arm NYLIFE Securities, LLC (member of FINRA and SIPC), Wealth management, estate planning and advisory services are offered through the investment advisory division Eagle Strategies, LLC. New York Life Investment Management provides institutional asset management and retirement plan services.
Benefits of working as a Financial Services Professional in Denver, CO:
? Excellent benefits
? Company offers career progression opportunities
? Competitive salary
