New York Life
Financial Professional With New York Life
This is a full-time on-site role for a Financial Advisor located in Edison, NJ. The Financial Advisor will be responsible for providing clients with financial planning, retirement planning, and investment advice. The Financial Advisor will analyze clients' financial situations and develop comprehensive financial plans to help them achieve their financial goals. The role involves consistently reviewing clients' portfolios and making adjustments to improve their financial health and ensure long‑term financial stability. Additionally, the Financial Advisor will collaborate with other professionals to provide a holistic financial advisory service to clients.
Qualifications
Financial planning, Finance, and Retirement planning skills
Experience with investments and providing financial advisory services
Excellent analytical and problem‑solving skills
Strong interpersonal and communication skills
Ability to work in a fast‑paced environment and manage multiple clients
Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
Bachelor’s degree in Finance, Economics, Business, or a related field
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Qualifications
Financial planning, Finance, and Retirement planning skills
Experience with investments and providing financial advisory services
Excellent analytical and problem‑solving skills
Strong interpersonal and communication skills
Ability to work in a fast‑paced environment and manage multiple clients
Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
Bachelor’s degree in Finance, Economics, Business, or a related field
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