Licensed Financial Advisor

New York Life Insurance - Hui Ling ZhangBrooklyn, NY, US

Posted 17 hours ago

Description

Join our team as a Licensed Financial Advisor and make a meaningful impact on the financial futures of clients. At New York Life Insurance - Hui Ling Zhang, we empower you to provide personalized advice, helping individuals and families achieve their financial goals with confidence. You'll have access to a robust suite of resources and support from a trusted industry leader, allowing you to build strong, lasting relationships with your clients. We value integrity, collaboration, and the drive to succeed, and we're committed to fostering a supportive environment where your professional growth is prioritized. Let's grow together and make a difference in the lives of those we serve.

Responsibilities

  • Guide clients in developing personalized financial plans that align with their life goals.
  • Analyze clients' financial status, including income, expenses, and investments, to offer tailored advice.
  • Educate clients on various insurance products and investment options, empowering them to make informed decisions.
  • Build and maintain strong, trusting relationships with clients through regular communication and follow-ups.
  • Collaborate with our team to stay updated on industry trends and regulatory changes, ensuring the best advice for clients.
  • Utilize our comprehensive suite of resources to enhance client service and streamline financial planning processes.
  • Conduct financial reviews and adjust strategies as needed to keep clients on track towards their objectives.

Qualifications

  • Experience in financial planning and advising, with a focus on personalized client solutions.
  • Ability to analyze complex financial data and provide clear, actionable advice.
  • Proven track record of building and maintaining strong client relationships through effective communication.
  • Licensed in the state of New York as a Financial Advisor, with a deep understanding of local regulations.
  • Strong knowledge of insurance products and investment options, with the ability to educate clients effectively.
  • Ability to collaborate with team members to stay informed on industry trends and regulatory changes.
  • Proficiency in utilizing financial planning tools and resources to enhance client service and streamline processes.

Compensation

$75,000 - $120,000/year

About New York Life Insurance - Hui Ling Zhang

New York Life is the largest mutual life insurance company in the United States, serving individuals, families, and businesses with a comprehensive range of financial solutions, including life insurance, retirement planning, investments, long-term care, and wealth management. For more than 180 years, New York Life has earned a reputation for financial strength, stability, and integrity while helping clients achieve lifelong financial security.

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. Guided by our core values of integrity, humanity, and financial strength, every decision we make is driven by one purpose: to be there for our clients when they need us most.

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