Financial Planner & Client Growth Specialist (Flexible)
Posted yesterday
new york lifeBethesda (MD)
Personal Financial AdvisorsPortfolio Management and Investment Advice
SENIORITY
Senior
SALARY
$80,000 to $120,000 per year
About the role
New York Life - Metro DC in Bethesda, MD is seeking a Financial Professional to guide clients in creating personalized financial plans. The role involves educating clients on various insurance and financial products while building trusting relationships. Candidates should possess strong communication and analytical skills, and a commitment to professional development. The compensation ranges from $80,000 to $120,000 per year. Join us to contribute to clients' financial security and your career growth in a collaborative environment.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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