Financial Services Professional

*This Position is Located in New York, Manhattan* Full job description:As a Financial Services Consultant with New York Life, you’ll build a comprehensive financial planning practice—helping individuals, families, and business owners align their protection planning, asset management, and long-term financial goals into one integrated strategy.This is an entrepreneurial, client-focused career where you run your own practice with the backing of a Fortune 100 company, gaining access to industry-leading training, mentorship, and a full suite of solutions including:Holistic financial planning & asset management strategiesLife insurance and protection planningInvestment solutions through our broker-dealer platformRetirement income and long-term care planningThis role is ideal for professionals who want to grow into a trusted financial advisor, build long-term client relationships, and develop a meaningful book of business with lasting career equity.You’ll work in a flexible hybrid environment that blends in-office collaboration, client meetings, community networking, and professional development—supported by our strong team culture in the Manhattan General Office.If you’re motivated to build a purpose-driven career helping clients make smarter financial decisions while growing your own practice, this opportunity offers unlimited upside.Qualifications:Excellent communication and interpersonal skills; coachable, accountable, and team-oriented3+ years of experience in sales, customer service, consulting, or relationship-driven roles (preferred)Life, Accident & Health license (or willingness to obtain)Series 7, 63, or 66 licenses preferred but not requiredEntrepreneurial mindset and passion for helping othersStrong relationship-building and networking abilitySelf-starter who thrives both independently and within a team environmentWhat We’re Looking For:Strong sales and client-relationship skillsAbility to connect with people from diverse backgroundsPositive mindset and strong work ethicEnjoy engaging in the community and building networksEagerness to learn and grow into a comprehensive financial advisorResponsibilities:Understand clients’ financial goals and provide customized planning strategiesHelp clients protect assets through life and long-term care insurance solutionsProvide investment strategies through our broker-dealer platformBuild your personal book of business through networking, referrals, and prospectingDevelop long-term client relationships and multigenerational planning opportunitiesTraining & Development:Our blended training program is designed to help you grow into a full-service financial professional:One-on-one mentorship with experienced advisors and local managersStructured licensing support (LAH, Series 6/7/63/66)Corporate development managers and product consultant supportAdvanced marketing resources and digital toolsAccess to New York Life University training platform anytime, anywhereOpportunities for leadership growth, including Fast Track to ManagementBenefits401(k)Medical, dental, vision insuranceDisability and life insuranceFlexible spending accountsTuition reimbursementProfessional development supportRetirement plan optionsAbout New York LifeAs a mutual company with over 180 years of industry leadership, New York Life is uniquely aligned with clients’ long-term interests and committed to building lasting financial security for both clients and advisors.A promise to work with you to build a strong financial future for both you and your clients #69 on Fortune 100 in 2024.Most MDRT2 members in any United States Mutual company 2024Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18New York Life Insurance Company is an Equal Opportunity Employer.