New York Life Oahu Honolulu, HI, USA
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $100,000+ yearly Responsibilities: Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial...
Accounting / Finance