Financial Services Professional
Compensation
From $125k /yr
Employment type
Full-time
Work setting
On-site
Location
Fort Collins, CO
Schedule
Day shift
Posted
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Job overview
The Financial Services Professional is a full-time, onsite role based in Fort Collins, CO. Compensation is $125,000 per year, and this position supports the financial planning team at New York Life. This role exists to provide personal, business, and estate planning strategies. The professional contributes to the team by identifying prospects, conducting discovery analysis, and building strong relationships with clients as a trusted advisor.
What we're looking for
- Skills & competencies
- full-timeday shiftfinancial servicesplanningfort collins coclient-facinginsuranceestate planningbusiness planning$125k
- Work arrangement
- Weekend coverage required
Benefits & perks
- Training allowance, commissions, expense allowance, health/dental/vision benefits, 401(k) match, pension plan
About the employer
New York Life - Fort Collins is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
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Listing ID: b7e47837-44d2-4171-a60d-347230f87b7d