Financial Advisor

Job Description

Job Description

Are you a driven, relationship-focused professional looking to take your career in financial services to the next level? New York Life – Team Andrade in Bridgewater, MA, is seeking motivated individuals who are passionate about helping others achieve financial confidence and long-term success.

As a Financial Advisor, you'll have the opportunity to build meaningful client relationships, develop personalized financial strategies, and make a lasting impact on the lives of individuals, families, and business owners. Whether you're an experienced advisor looking for a new opportunity or a motivated professional ready to transition into financial services, we provide the training, mentorship, resources, and support to help you build a rewarding career.

We're looking for ambitious, self-motivated individuals with strong communication skills, an business mindset, and a genuine desire to help others. If you're ready to take ownership of your future, grow your professional network, and build a career backed by the strength and reputation of New York Life, we'd love to connect with you.

Apply today and discover what your future could look like with Team Andrade!

$100,000 - $150,000

• Build relationships with individuals, families, and business owners to understand their financial goals, priorities, and protection needs
• Gather and analyze relevant client financial information to help identify needs, opportunities, and appropriate financial strategies
• Develop a client base through networking, referrals, community involvement, prospecting, and other relationship-building activities
• Educate clients on financial concepts and recommend appropriate insurance and financial solutions based on their individual needs and objectives
• Help clients implement strategies that may include life insurance, retirement planning, wealth accumulation, and other financial products and services
• Build long-term relationships by providing ongoing guidance and reviewing clients’ strategies as their goals, families, careers, and financial circumstances evolve
• Deliver a high level of client service through consistent communication, follow-up, and relationship management
• Participate in ongoing training, professional development, and licensing opportunities to continually expand your knowledge and capabilities as a financial professional

• Strong interpersonal, communication, and relationship-building skills with a genuine interest in helping individuals, families, and businesses achieve their financial goals
• Self-motivated and business-minded, with the drive to develop new relationships, grow a client base, and build a long-term financial services practice
• Experience in sales, business development, management, recruiting, customer service, or other relationship-focused roles is preferred, but prior financial services experience is not required
• Demonstrated ability to set goals, take initiative, manage priorities, and follow through on commitments
• Comfortable networking, meeting new people, asking for referrals, and developing relationships within the community
• Willingness and ability to obtain required insurance and securities licenses, as applicable to the role
• Commitment to ongoing training, professional development, and learning about insurance and financial solutions
• Comfortable using technology and business tools, including CRM systems, Microsoft Office, and other client-management platforms
• Bachelor’s degree is preferred; relevant professional and business experience will also be considered

At Team Andrade, we’re focused on developing motivated, relationship-driven professionals who want to build meaningful careers in financial services. We provide the training, mentorship, resources, and support to help our advisors grow their own practices while making a lasting impact on the individuals, families, and businesses they serve.

We’re looking for forward-thinking, coachable individuals who are strong communicators, enjoy building relationships, and are motivated to grow personally and professionally. Prior financial services experience isn’t required; we’re looking for people with the drive, integrity, and work ethic to build something of their own while helping others achieve their financial goals.