Financial Professional/ Accelerated Path to Managment jobs in United States
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New York Life Insurance Company · 11 hours ago

Financial Professional/ Accelerated Path to Managment

New York Life Insurance Company has been helping individuals and families for over 175 years by upholding the highest standards of transparency, integrity, and objectivity. The Financial Professional/Accelerated Path to Management role involves financial planning, building client relationships, and providing tailored financial solutions to meet clients' needs.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote
Hiring Manager
Esmeralda Spahiu (Lika)
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Responsibilities

Financial planning
Building client relationships
Providing tailored financial solutions to meet clients' needs
Analyzing financial data
Preparing reports
Collaborating with team members to achieve individual and team goals

Qualification

Financial PlanningAnalytical SkillsFinancial ReportingCommunication SkillsClient-facing ExperienceSelf-motivationContinuous Learning

Required

Strong knowledge of Financial Planning, Finance, and related concepts
Proficiency in Analytical Skills and Financial Reporting
Excellent Communication skills to interact effectively with clients and team members
Dedication to continuous learning and professional growth
Self-motivation with the ability to work independently and in a hybrid work environment

Preferred

Bachelor's degree in Finance, Business Administration, Economics, or a related field
Experience in the financial services sector or in client-facing roles

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Deepa Soni
Executive Vice President and Chief Information Officer
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Company data provided by crunchbase