Financial Advisor

6 days ago

Anaheim, United States New York Life - Anaheim Full time

Join New York Life as a Financial Advisor and be part of a Fortune 100 company with a strong legacy of supporting individuals and families. For over 179 years, we've dedicated ourselves to helping people achieve their financial goals. As a mutual company, our commitment is to our policyholders, which empowers us to focus on long-term client success without external pressures. Here, you'll find a culture that values innovation and employee growth, offering flexible work arrangements, competitive pay, and a collaborative environment. Our team thrives on the diverse perspectives and voices that contribute to our shared mission. Step into a role that not only supports your professional development but also impacts the lives of those you serve.Compensation:$80,000 - $120,000Responsibilities:Meet with clients to understand their financial goals, risk tolerance, income, expenses, assets/liabilities, and life circumstancesDevelop customized financial plans covering investments, retirement, tax strategies, insurance, education funding, estate planning, and cash flow managementRecommend appropriate financial products (e.g., mutual funds, stocks, bonds, insurance, annuities) in line with client objectivesMonitor and review client portfolios regularly; make adjustments as neededStay current on market trends, economic conditions, and regulatory changesGenerate new business through referrals, networking, outreach, and prospectingProvide educational seminars, workshops, or content (e.g,. webinars, articles) to clients or prospectsPrepare financial reports, performance summaries, and periodic reviewsEnsure compliance with all relevant laws, regulations, licensing, and firm policiesCollaborate with internal teams (e.g., operations, compliance) to provide seamless client serviceQualifications:While no direct finance degree is required, successful advisors typically have:Business mindsetSelf-discipline and goal orientationLicensing:State Life & Health Insurance License (required before selling insurance)FINRA Series 6/7 and 63/66 (required for investment products) – often sponsored by New York LifeDeep knowledge of investments, insurance, retirement, tax, estate planning strategies, and risk managementExcellent interpersonal, communication, and presentation skillsAbout CompanyNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 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 the long-term success of clients.Human Rights Campaign: 2022 Corporate Equality Index, Forbes.2022: America’s Best Employers for Diversity.Latino Leaders 2022 Best Companies for Latinos to Work For.We’re proud of the help we’ve provided and continue to provide to clients.$579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.Includes term, whole, and universal life.

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