Licensed Financial Advisor

Licensed Financial Advisor
Company:

New York Life - Tulsa



Job Function:

Finance

Details of the offer

Are you a Licensed Financial Advisor looking to make a difference in people's lives? Join New York Life - Tulsa in Tulsa, OK, US, where we value integrity, trust, and excellence. With a competitive compensation, you'll be part of a team dedicated to helping clients achieve their financial goals. At New York Life - Tulsa, you'll have the opportunity to provide personalized financial solutions, build lasting relationships, and make a real impact in your community. Be part of a company that values your expertise and offers a supportive environment for professional growth. Join us in shaping a secure financial future for our clients.Responsibilities:Develop personalized financial plans for clients based on their goals and risk tolerance.Regularly review and adjust client portfolios to ensure alignment with their financial objectives.Provide expert advice on investment options, retirement planning, and insurance products.Stay informed about market trends and financial regulations to best serve clients' needs.Build and maintain strong relationships with clients to foster trust and loyalty.Qualifications:3+ years of experience in financial advising.Licensed Financial Advisor.Life Insurance Broker Licenses.Strong understanding of insurance products.Excellent interpersonal communication skills.About Company:About New York Life...New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.We're proud of our financial strengthA++ Superior (A.M. Best)AAA Exceptionally Strong (Fitch)Aaa Exceptional (Moody's)AA+ Very Strong (Standard & Poor's)New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity


Source: Grabsjobs_Co

Job Function:

Requirements

Licensed Financial Advisor
Company:

New York Life - Tulsa



Job Function:

Finance

Commercial Credit Analyst

Commercial Credit Analyst Qualifications: POSITION SUMMARY:  The Commercial Credit Analyst will support the lenders in underwriting requests for credit exten...


From Gpac - Oklahoma

Published 19 days ago

Main Banker

Main Banker Location Wewoka, OK : SUMMARY: Responsible for furnishing Cashiers in the casino cage with money; accurately reconciling vault inventory; verifyi...


From Seminole Nation Gaming Enterprise - Oklahoma

Published 19 days ago

Commercial Credit Analyst

Commercial Credit Analyst Qualifications: POSITION SUMMARY:  The Commercial Credit Analyst will support the lenders in underwriting requests for credit exten...


From Gpac - Oklahoma

Published 14 days ago

Loan Processor

The Loan Processor is responsible for accurately managing loan documentation through our established systems, and reviewing the documentation to ensure it is...


From Gpac - Oklahoma

Published 14 days ago

Built at: 2024-05-20T19:51:30.112Z