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

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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. #J-18808-Ljbffr

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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