Agent/Registered Representative/Financial Advisor

at  New York Life

Waltham, MA 02451, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate05 Aug, 2024Not Specified08 May, 20243 year(s) or aboveChfcNoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

Description:

New York Life is seeking an experienced Financial Representative or Financial Advisor to join our growing office. Strong applicants will have demonstrated an entrepreneurial “growth” mindset and a passion for working with their clients. In return, New York Life will offer stability, continuous development support, a formal track to management for qualified candidates, and an impressive product suite to help your clients plan for their financial future.

DESIRED SKILLS AND EXPERIENCE

4-year college degree
3+ years industry experience as a Registered Representative/Financial Advisor
Experience selling insurance; Life and Health License preferred
Securities Registrations as a Registered Representative: FINRA S6, S63 and/or S7 preferred
Accredited Designations preferred such as CFP, ChFC, or MSFS
Possess strong knowledge of the investment business and understanding of comprehensive financial planning concepts
Accomplished communicator with strong verbal and written skills

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:3.0Max:8.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Waltham, MA 02451, USA