Remoteville

Remote Associate Financial Planner Job in United States New York Life Insurance Company

Associate Financial Planner New York Life Insurance Company
$60000 - $100000
Certified Financial PlannerEstate PlanningFinancial PlanningInvestmentsParaplanningPersonal Financial Planning
United States
38190+ employees
InsuranceFinancial ServicesCommunityPersonal finance

Open for applications

Role


Who you are

  • Great listening skills
  • Interest in financial services industry
  • Passion for developing client relationships
  • Interest in financial data and estate planning
  • Business administration knowledge
  • Understanding of mutual funds

Desirables

  • Great communication skills
  • Eye for detail



What the job involves

  • Develop effective, analytics-based strategies
  • Engage in financial data analysis, estate planning, business administration, and mutual fund management
  • Build and maintain long-term client relationships

Company


Company mission

For over 175 years, we've been helping people put love into action. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation.





Company values

  • Development
  • Career growth
  • Collaboration
  • Innovation
  • Diversity & inclusion
  • Transparency
  • Objectivity
  • Integrity
  • Giving
  • Volunteerism



Company HQ

New York
;