Company Description
New York Life Insurance Company, located in Mandeville, LA, and New Orleans, LA, has been helping people for over 175 years by putting love into action. As a mutual company, we uphold high standards of transparency, objectivity, and integrity. We are dedicated to enhancing local communities through our culture of giving, community engagement, volunteerism, and goal to help everyone create a stronger financial future supported by the New York Life's top level traing and support.
Role Description
This is a full-time hybrid role for a Financial Services Professional at New York Life Insurance Company in Mandeville, LA, or New Orleans, LA with the flexibility for some remote work. The Financial Services Professional will be responsible for financial planning, retirement planning, communication, and providing financial services to clients.
Qualifications
- Financial Planning and Retirement Planning skills
- Finance and Financial Services expertise
- Strong communication skills
- Experience in the financial industry
- Ability to analyze and interpret financial data
- Knowledge of investment strategies
- Bachelor's degree in Finance, Economics, or related field
- Relevant certifications (e.g., CFP, CFA) are a plus
