Highlights
Responsibilities include assisting clients with financial planning, managing financial strategies, analyzing data, preparing financial reports, and delivering effective communication to provide guidance and build long-term relationships with clients. The Financial Professional will build tailored solutions to meet client needs and support their financial goals while ensuring regulatory compliance in all activities.
Numbers & Facts
| Location | Pittsburgh, Allegheny County |
| Industry | Financial Services |
| Salary | $60,000–$150,000 Per Year |
| Company Size | 10,000 employees or more |
| Year Founded | 1845 |
| Website | http://newyorklife.com |
Description
Role Description
This is a full-time hybrid role for a Financial Professional based in Pittsburgh, PA, with some flexibility for remote work. Responsibilities include assisting clients with financial planning, managing financial strategies, analyzing data, preparing financial reports, and delivering effective communication to provide guidance and build long-term relationships with clients. The Financial Professional will build tailored solutions to meet client needs and support their financial goals while ensuring regulatory compliance in all activities.
Qualifications
- Must be within a 300 mile radius of Pittsburgh, PA
- Strong skills in Financial Planning and Finance to create and manage strategies for diverse client needs
- Proficiency in Analytical Skills and Financial Reporting to assess and interpret financial data
- Excellent Communication skills to build trust and effectively consult with clients
- Ability to maintain regulatory compliance and an ethical approach in all professional dealings
- Bachelor's degree in Finance, Economics, Business, or a related field is preferred but not required
- Relevant certifications such as CFP or willingness to obtain them are highly valued
- Proven ability to work independently and collaboratively within both in-office and remote environments
*New York Life does not offer employer sponsorship for visa holders
Benefits
Parking, Performance Bonus, Professional Development, 401K, Employee Referral Program, Employee Events, Retirement / Pension Plans, Tuition Reimbursement, Work From Home, Life Insurance, On Site Cafeteria
About Company
Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s (Aaa), and Fitch (AAA). For 64 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the “50 Best Companies to Launch a Career” by BusinessWeek, one of “America’s Best Large Employers” by Forbes and one of the “World’s Most Admired Companies” by Fortune. For the fourth consecutive year, our Boston General Office was recognized as one of the “TOP PLACES TO WORK” by the Boston Globe.
Mission Statement and Values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. That’s why New York Life is The Company You Keep.
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