Financial Advisor

Job Description

Job Description

At New York Life, we’re more than a Fortune 100 company with a rich legacy spanning over 175 years—we’re a community dedicated to helping individuals achieve financial security and peace of mind. As a Financial Advisor, you'll play a pivotal role in this mission by crafting personalized strategies that empower clients to reach their financial goals. You'll thrive in an environment that values integrity and humanity, fostering long-term relationships with policyholders and partners alike. Our culture is built on confidence and humility, ensuring we serve as reliable stewards for generations to come.

In this role, you’ll leverage your exceptional listening skills to develop analytics-based strategies tailored to each client's unique needs. Your passion for financial services, coupled with your keen eye for detail, will be instrumental in guiding clients through estate planning, investment solutions, and more. We’re looking for someone who communicates effectively and builds lasting relationships. Joining us means becoming part of a company committed to innovation, employee growth, and an inclusive culture that promotes work-life balance. Apply today and start making a meaningful impact with New York Life.

Compensation- Average monthly income for 1st year advisors in 2024 = $9,851

Responsibilities :

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management

Qualifications :

About Company

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 long-term success for clients.

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose : to be there when our policy owners need us.