Financial Advisor

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!Responsibilities:Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisionsSupport clients' progress toward their financial goals through strategic product, plan, and investment recommendationsBe a coachable, organized team member interested in pursuing training development and educational opportunitiesWork directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth managementCreate customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needsGuide clients in making informed financial decisions by providing clear, actionable adviceDevelop personalized financial plans that align with clients' goals and aspirationsRegularly review and adjust financial strategies to ensure they remain effective and relevantBuild and nurture long-term relationships with clients, fostering trust and confidenceStay updated on industry trends and regulatory changes to offer the most current adviceCollaborate with team members to enhance service offerings and client satisfactionAnalyze financial data to identify opportunities for growth and risk management for clientsQualifications:A Bachelor's degree in finance, business administration, or alternate related analytical field is requiredBasic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessaryThough not required, a valid FINRA Series 7 & 63/66 license is considered a plusStellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersBasic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is neededBachelor's degree preferred; equivalent work experience in sales, business, or a related field is a plusAbility to obtain required state insurance licenses and FINRA registrations (e.g., Series 6/7, 63/66)Prior experience in sales, customer service, and business development is beneficial but not requiredStrong interpersonal and communication skills with the ability to build long-term client relationshipsSelf-motivated, goal-oriented, and driven with a business mindsetInterest in financial services, wealth management, and helping clients achieve long-term financial goalsAbility to work independently and manage time effectivelyWillingness to prospect, network, and build a personal client baseCoachable and open to ongoing training, mentorship, and professional developmentHigh level of integrity, professionalism, and commitment to ethical business practicesAbout Company:New York Life is a Fortune 100 mutual company with over 180 years of helping Americans protect their families and achieve financial goals. Because we are accountable only to policyholders—not Wall Street—we focus on long-term value and stability. We are highly rated for financial strength (A++ A.M. Best, AAA Fitch, Aaa Moody's, AA+ S&P) and recognized for excellence in training, diversity, and workplace culture.We serve over 5.3 million clients, provide nearly $1.2 trillion in life insurance protection, and deliver billions in benefits, including $4.5 billion in living benefits and $579 million in lifetime annuity income.New York Life continues to innovate to meet evolving client needs while maintaining a strong commitment to integrity, inclusion, and service.