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Financial Advisor Job in Pittsburgh, Pennsylvania : PA 15219

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Financial Advisor

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New York Life
225 West Station Square Drive
Suite 300
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Financial Advisor Job Description

New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on peoples’ lives. Your entrepreneurial spirit and desire for personal growth can take you wherever you want to go, and New York Life can help. As a Financial Advisor, you will have the freedom to build your network of insurance clients and business associates who are looking for insurance and financial solutions. Entry Level candidates are encouraged to apply.

Job Requirements

You do not need sales, business development, marketing, or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference. Our comprehensive training program will help give you the tools you need to succeed and create the career success you envision.

We are looking for people who possess the following background/characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision
  • Outgoing personality with the ability to develop relationships (i.e., “People Person")
  • Fearless, positive attitude and willingness to be accountable for results
  • Organized, detail-oriented and excellent time-management skills
  • Desire for continuous learning
  • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Pittsburgh Financial Advisor Job

Financial Advisor Job Requirements

Responsibilities of Financial Advisor 

  • Schedule appointments and meet with potential clients
  • Make product recommendations to help clients meet their financial goals
  • Provide ongoing service and support to existing policyholders
  • Be a structured and coachable team player that is open to training development and further education
  • Provide financial planning services and advice to customers on personal investment product purchases
  • Develop long-term winning financial strategies
  • Identify goals of clients and create financial plans
  • Provide education to clients on tax efficient strategies
  • Discipline to be in business for yourself, but not by yourself

NOTE: To be eligible for this position, you must reside within 100 miles of Pittsburgh, PA or Johnstown, PA

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