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, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:
$60,000 - $120,000 yearly
Responsibilities:
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- 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:
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
- Fearless, positive attitude, and willingness to be accountable for results
- Organized, detail-oriented, and excellent time-management skills
- The desire for continuous learning
- Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
About Company
New York Life – Company Overview:
- A Legacy of Stability & Trust
Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69.
- Unwavering Financial Strength
New York Life has received the highest possible financial strength ratings from all major credit agencies:
- A.M. Best: A++
- Fitch Ratings: AAA
- Moody’s: Aaa (or Aa1 in some recent updates)
- Standard & Poor’s: AA+ 
These affirmations highlight the company’s exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.
