Financial Professional

For over 175 years, New York Life Insurance Company has been dedicated to helping people put love into action through transparency, objectivity, and integrity. As a mutual company, we prioritize the community by fostering a culture of giving and volunteerism, supported by the New York Life Foundation. We value career development, innovation, diversity, and inclusion, offering numerous resources and programs for personal and professional growth.

Join a company that helps families and businesses "Be Good at Life." New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity.

This is a full-time hybrid role for a Financial Professional, located in the Miami-Fort Lauderdale Area with some work-from-home flexibility. The Financial Professional will be responsible for providing clients with sound financial advice, developing customized financial plans, managing portfolios, and maintaining long-term client relationships. Daily tasks include conducting financial assessments, staying current with financial market trends, and recommending investment strategies that align with clients' goals.

• Financial planning, financial assessment, and portfolio management skills
• Ability to develop customized financial plans and provide sound financial advice
• Understanding of financial market trends and investment strategies
• Excellent interpersonal and communication skills
• Strong analytical and problem-solving abilities
• Experience with financial software and tools
• Relevant certifications such as CFP or CFA are a plus
• Bachelor's degree in Finance, Economics, Business, or a related field