MetLife

Financial Consultant - Local Markets

MetLife

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a financial expert with a passion for helping individuals and businesses achieve their financial goals? Do you thrive in a fast-paced and dynamic work environment? If so, we have an exciting opportunity for you! MetLife is seeking a highly skilled and motivated Financial Consultant with a deep understanding of local markets to join our team. In this role, you will have the opportunity to work closely with clients and provide them with customized financial solutions to meet their unique needs. If you have a strong background in finance, exceptional communication skills, and a drive to succeed, we want to hear from you. Join us in making a positive impact on the financial well-being of individuals and businesses in our local communities.

  1. Provide expert financial advice and guidance to individuals and businesses.
  2. Develop and maintain strong relationships with clients to understand their financial needs and goals.
  3. Analyze financial data and market trends to identify opportunities for clients.
  4. Offer customized financial solutions and recommendations to clients based on their specific needs.
  5. Keep up-to-date with local market trends, regulations, and products to provide the most relevant and effective advice to clients.
  6. Act as a trusted advisor for clients, building their confidence and trust in our services.
  7. Collaborate with other team members to ensure a comprehensive approach to client solutions.
  8. Meet and exceed sales targets and contribute to the overall success of the team.
  9. Maintain accurate and detailed records of client interactions, transactions, and recommendations.
  10. Continuously improve and update knowledge and skills through training and professional development opportunities.
  11. Adhere to all company policies, procedures, and ethical standards.
  12. Represent the company in a positive and professional manner at all times.
  13. Foster a positive and collaborative work environment within the team.
  14. Stay informed of industry developments and changes to regulations and compliance standards.
  15. Utilize strong communication skills to effectively convey complex financial concepts to clients in a clear and understandable manner.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Bachelor's Degree In Finance, Accounting, Or Related Field

  • Minimum Of 3-5 Years Of Experience In Financial Consulting Or Related Field

  • Strong Knowledge Of Local Markets And Regulations

  • Professional Certifications Such As Cfp, Cfa, Or Similar Are Preferred.

Required Skills
  • Risk Management

  • Financial Analysis

  • Financial Planning

  • Market Research

  • Portfolio Management

  • Client Relations

  • wealth management

  • Asset allocation

  • Insurance Solutions

  • Retirement planning

  • Investment planning

  • Tax Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Organization

  • Critical thinking

  • Teamwork

  • Positive Attitude

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Consultant - Local Markets in New York, NY, USA is between $80,000-$120,000 per year. Factors such as experience, education, and specific job responsibilities may affect this range.

Additional Information
MetLife is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 9th, 2024
Apply BeforeJune 9th, 2026
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About MetLife

MetLife, Inc. provides insurance and financial services to individual and institutional customers. It offers life insurance, annuities, automobile and homeowner's insurance and retail banking services to individuals as well as group insurance, reinsurance and retirement and savings products and services. The company operates its business through six segments: Retail, Group, Voluntary and Worksite Benefits, Corporate Benefit Funding, Latin America, Asia, and Europe, the Middle East and Africa.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started