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 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!

$60,000 - $80,000 at plan yearly

• Analyze clients' financial positions, encompassing assets, retirement plans, and wealth management requirements
• Create customized financial strategies that cater to clients at different life stages, job situations, and changing financial needs
• Provide expert advice on product selections, financial planning, and investment suggestions to assist clients in reaching their financial goals
• Demonstrate a commitment to continuous learning, teamwork, and pursuing opportunities for professional growth
• Establish trust with clients by proactively identifying and initiating relationships with individuals seeking financial guidance
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• Background in the health insurance or life insurance industries preferred
• Possesses outstanding interpersonal and communication skills
• High school diploma or equivalent required; Bachelor’s degree preferred
• Customer service or experience as a sales representative is highly valued
• Active Life & Health insurance license is a strong bonus

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

• Full Benefits-Health Dental/Vision
• 401(k)
• Pension
• Paid Time Off