We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

$115,917 yearly

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships, with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus

• Sales experience preferred, but not required
• Entrepreneurial mindset
• Strong communication skills both written and verbal
• Desire to help families and businesses address their financial needs
• Strong business acumen
• Professional business demeanor
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Awards & Accolades...

We’re proud of our financial strength.

• A Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA Very Strong (Standard & Poor’s)

We’re proud of the training we offer.

• Training Magazine’s APEX Award for 2022