Job Description

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, strong relationship-building skills, and the ability to translate complex financial concepts into clear, actionable guidance. We are seeking someone who is driven, coachable, and motivated to grow a long-term career in the financial services industry with the full support, training, and resources of our firm. Responsibilities: Please note that this is a sales position! • Build and maintain client relationships by providing personalized financial advice and solutions • Gather and assess clients’ financial information, goals, and risk tolerance • Develop custom strategies for retirement, education savings, wealth protection, and estate planning • Recommend a wide range of products, including life insurance, annuities, mutual funds, and more • Guide clients through plan execution and conduct regular reviews to adapt strategies as needed • Collaborate with other New York Life professionals to deliver holistic solutions Qualifications: Please note that this is a sales position!• Excellent interpersonal and communication skills with a client-first mindset • Business-minded spirit with a strong drive for success and independence • Strategic thinker with sound judgment, attention to detail, and analytical skills • Background in sales, customer service, or financial services is helpful but not required • A bachelor’s degree in business, finance, or marketing is preferred but not mandatory • Bilingual abilities are a strong plus • Must be willing to obtain a state Life & Health insurance license (training and sponsorship provided) Benefits: • 401(k) • Pension plan • Dental insurance • Flexible schedule • Health insurance • Licensing sponsors • Vision insurance Compensation Package: • Bonus opportunities • Commission pay About Company: Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. and will proudly celebrate its 180th anniversary in 2025. As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service. We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors.

Job Tags

Flexible hours,

Similar Jobs