Financial Advisor

Job overview

The Financial Advisor role is onsite in Bridgewater, MA. The posting lists compensation of $60,000–$200,000 per year. New York Life’s stated mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. The advisor assesses clients’ financial needs and goals, develops individualized plans, and helps implement recommendations. The role builds client relationships and supports the company’s mission by connecting clients with financial products and strategies suited to their stated goals and risk tolerance.

What you'll do

• Provide research-based financial advice and strategies through educational meetings or seminars
• assess client needs and goals
• develop individualized financial plans
• prospect and build client relationships
• help implement recommendations involving life insurance, savings plans, mutual funds, and other financial products
• use a CRM to organize client financial information.

What we're looking for

Skills & competencies

financial advisor

financial planning

client relationships

life insurance

investment products

prospecting

crm

bridgewater ma

new york life

full-time

$60k–$200k/year

three-year training

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, long-term disability, and group term life insurance for eligible full-time agents and dependents
• three-year training program and professional support.

Why this role

New York Life offers a three-year training program, marketing support, and prospecting and technical assistance.

About the employer

New York Life, Coelho Group -- Bridgewater is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.