Licensed Financial Advisor

At New York Life, our mission is providing peace of mind. As a Licensed Financial Advisor, you'll empower individuals and families to achieve financial security through our robust insurance, annuity, and investment solutions. Integrity and humanity guide our every interaction, ensuring our policy owners feel valued and supported. Here, you'll be part of a mutual company that prioritizes policy owners above all else, offering you the opportunity to build long-lasting, meaningful relationships. If you're passionate about making a real difference and providing exceptional service, join us in continuing a legacy of trust and stability that spans over 175 years. We're seeking an experienced financial advisor who thrives in a collaborative environment and enjoys helping clients meet their financial goals. Your success will be supported by a commitment to innovation and professional growth, offering you opportunities for career advancement in a company that values work-life balance. With your industry knowledge, communication skills, and attention to detail, you'll be a key player in upholding our promise to be there for our policy owners when they need us most. Ready to take the next step in your career? Apply today and become part of a team that’s here for good, both in business and society. Responsibilities: • Identify, seek, and establish prospects continuously, and create strong relationships with new clients as their trusted advisor • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Research and provide financial advice and strategies that meet the needs of client's risk tolerance and financial objectives and goals • Create highly customized financial plans suitable for each client based on potential life changes and changing financial needs • Help clients implement financial recommendations such as life insurance, investments, savings plans, mutual funds, and other financial products • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • A bachelor’s degree in business administration, finance, or a related field is required • Valid professional license, CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards), and FINRA Series 7 and 66 are required • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Computer proficiency, including MS Office, Google Suite, CRM systems, and financial planning software, is vital Compensation: $100,000+ yearly

• Identify, seek, and establish prospects continuously, and create strong relationships with new clients as their trusted advisor • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Research and provide financial advice and strategies that meet the needs of client's risk tolerance and financial objectives and goals • Create highly customized financial plans suitable for each client based on potential life changes and changing financial needs • Help clients implement financial recommendations such as life insurance, investments, savings plans, mutual funds, and other financial products • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Compensation:
$100,000 per year