Client Wealth Advisor

Job overview

The Client Wealth Advisor role is an onsite position located in Jericho, NY, with compensation not specified. This role supports the finance and insurance department by offering life insurance, annuities, and retirement planning products. This role exists to help clients achieve financial security through personalized planning and product solutions. The advisor contributes to the company's mission by prospecting for new clients, developing business plans, and providing ongoing professional service to meet the protection needs of individuals and businesses.

What you'll do

• Develop and implement business plans, prospect for clients, discuss financial concerns, present solutions, and develop professional skills.

What we're looking for

Skills & competencies

full-time

day shift

jericho ny

finance

wealth management

insurance

financial advisor

onsite

professional development

sales

Work arrangement

• Weekend coverage required

Benefits & perks

• Defined benefit pension plan, comprehensive training, competitive financial products.

Why this role

Clearly defined career path with management opportunities.

About the employer

New York Life Insurance Company is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.