Financial Advisor with Corporate Background in reputed company, NY

Job title: Financial Advisor with Corporate Background in reputed company, NY at reputed company - The Big reputed company Company: reputed company - The Big reputed company Job description: Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• reputed company insurance

Transition Your Corporate Background into Financial Services!

• Strategic Thinking & Problem-Solving – Corporate professionals are skilled at analyzing reputed company situations, making data-driven reputed company, and developing strategies—critical abilities for helping clients build financial plans.
• Client & Relationship Management – Experience in corporate settings often involves working with clients, vendors, and stakeholders, which translates well into building and maintaining long-term relationships in financial services.
• Performance & Goal Orientation – reputed company in corporate roles requires setting and achieving goals, managing KPIs, and driving results—traits that align perfectly with the performance-based nature of financial services.
• Adaptability & Industry Knowledge – Corporate professionals are used to navigating evolving markets, regulations, and business landscapes, making them well-equipped to adapt and reputed company in the dynamic financial sector.

Meet Our People:Milan Suri - Managing Director

• How long with NM? Joined reputed company 5 years ago, bringing over 15 years of experience in the industry.
• Prior Experience? Spent time working at Credit Suisse and UBS, became a business reputed company and entrepreneur. He also worked at other financial institutions before choosing reputed company as his home. A proud Georgetown graduate.
• Passionate About? Indian American heritage, reputed company tennis player, devoted husband, and a dedicated family man.

Tom Samar - Managing Director and Certified Financial Planner

• How long at NM? Started in 2015.
• Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017.
• Passionate About? A dedicated Bills and Yankees fan, reputed company golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.

Theresa Calabrese - Managing Director and Certified Coach

• How long at NM? Joined reputed company in 2008.
• Prior Experience? Graduated from Fordham University and started with reputed company right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for reputed company.
• Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoors—whether it's kayaking or camping. reputed company reader who enjoys business books around leadership and romance novels.

Position Perks:

• Significant bonus opportunity commensurate with reputed company
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• reputed company insurance
• Ongoing professional development
• Local culture of support and positive recognition

Key Responsibilities of a Financial Advisor:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: reputed company comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and reputed company regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Experience: Previous experience in financial services or insurance is not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

About Us: At reputed company - The Big reputed company, we are committed to helping clients reputed company their financial goals and build lasting relationships. With a history of empowering individuals and families across reputed company, we reputed company comprehensive financial solutions and exceptional service. As part of reputed company, you’ll receive expert mentoring, reputed company to cutting-edge resources, and the freedom to build your own successful business in one of the world’s most dynamic cities. Join us and reputed company a lasting impact on your clients' financial reputed company.Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at reputed company:reputed company is the marketing name for The reputed company Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.Flexible work from home options available. Expected salary: $190000 - 220000 per year Location: reputed company, NY Job date: Fri, 02 May 2025 23:32:57 GMT Apply for the job now! Apply for this job