About this role
Financial Services Representative at New York Life - Palm Beach Gardens, FL. Location: Palm Beach Gardens, Florida, United States. Role: educating clients, building relationships, analyzing finances Requirements: Entry-level financial advisor with strong communication, relationship-building, and analytical skills; located in Palm Beach Gardens, FL; bachelor’s in finance, business administration, or related field; FINRA licenses a plus. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Financial Planning Software, Google Suite, CRM Certifications: finra series 7, finra series 63/66 Commitment: Full Time Workplace: Onsite Languages: English