Financial Services Professional

new york lifePittsburgh, PA3 days ago

Occupations

Personal Financial Advisors Financial Clerks, All Other Financial Specialists, All Other

Industries

Portfolio Management and Investment Advice Miscellaneous Intermediation Miscellaneous Financial Investment Activities

Company Description: For over 180 years, New York Life has been helping individuals and families achieve financial security with integrity, transparency, and objectivity. As a mutual company, we prioritize the needs of our policyholders and creating meaningful community impact through the New York Life Foundation and a culture of giving. We emphasize career development, innovation, and diversity and inclusion, providing resources to support personal and professional growth. Join us in our mission to help families and businesses "Be Good at Life."New York Life is an Equal Opportunity Employer offering an inclusive and supportive environment for all individuals.

Role Description: This is a full-time hybrid role for a Financial Professional based in Pittsburgh, PA, with some flexibility for remote work. Responsibilities include assisting clients with financial planning, managing financial strategies, analyzing data, preparing financial reports, and delivering effective communication to provide guidance and build long-term relationships with clients. The Financial Professional will build tailored solutions to meet client needs and support their financial goals while ensuring regulatory compliance in all activities.

Qualifications:

Must be within a 300 mile radius of Pittsburgh, PAStrong skills in Financial Planning and Finance to create and manage strategies for diverse client needs
Proficiency in Analytical Skills and Financial Reporting to assess and interpret financial data
Excellent Communication skills to build trust and effectively consult with clients
Ability to maintain regulatory compliance and an ethical approach in all professional dealings
Bachelor's degree in Finance, Economics, Business or a related field is preferred, but not required
Relevant certifications such as CFP or willingness to obtain them are highly valued
Proven ability to work independently and collaboratively within both in-office and remote environments*New York Life does not offer employer sponsorship for visa holders

Apply now

Level

JuniorL3

Location

Pittsburgh, PA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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