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Experienced Financial Advisor

New York Life Investments

Job Description

Job Description

Take your career further with the backing of a Fortune 100 industry leader.

At New York Life, you can build your business on a foundation of strength, stability and long-term financial leadership. As the largest mutual life insurance company in the United States,1 with top financial strength ratings and a long-standing presence in MDRT, we provide the resources, credibility and flexibility to help you grow on your terms.

Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers the opportunity to turn your experience into a business you own, backed by a company invested in your long-term success.

You’ll benefit from:

  • A highly respected brand that opens doors and builds client trust
  • Financial strength and stability that support long-term client relationships
  • Access to a broad portfolio of solutions to meet diverse client needs
  • Ongoing training, development and a collaborative support network

At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last.

What You’ll Do

·       Develop and expand your own book of business through new client acquisition

·       Build relationships and guide clients through key financial decisions (retirement, protection, education planning)

·       Offer tailored solutions across insurance and financial products

·       Grow your knowledge and skills through specialized training and professional development

What Sets This Role Apart

Training & Development: Structured onboarding, licensing support, coaching and opportunities for professional credentials through The American College.

Tools to Grow Your Business: Proven sales, prospecting and marketing resources to help attract and retain clients.

Comprehensive Solutions: Life insurance, annuities, long-term care, disability income insurance and investment products such as mutual funds4 through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs.

Flexible Career Path: Pursue leadership, specialization or advisory services with Eagle Strategies LLC.

Autonomy: Work from a New York Life office or independently while building your brand under New York Life or your own DBA.

Growth & Specialization: Build expertise in retirement planning, wealth advisory, estate planning and business solutions.

Advanced Support: Access specialized guidance for complex and high-net-worth planning strategies.

Performance Rewards: Competitive incentives and recognition opportunities.

Peer Network: Mentorship, study groups and a collaborative professional community.

\nCompany Description

About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ 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 our clients.
We’re proud to be recognized by the following organizations:¹⁰
•\tFortune (2026): World’s Most Admired Companies
•\tHandshake (2026): Early Talent Award
•\tSeramount (2025): 100 Best Companies for Workplace Programs
The results we’ve delivered for our clients¹¹ include:
•\t5 million policyowners protected
•\t$1 billion in lifetime annuity income paid
•\t$7.8 billion in living benefits awarded (dividends not guaranteed)
•\t$1.2 trillion in life insurance protection in force¹²
•\t#1 largest mutual insurer in the U.S.¹³

Company Description

About New York Life\nNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ 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 our clients.\nWe’re proud to be recognized by the following organizations:¹⁰\n•\tFortune (2026): World’s Most Admired Companies \n•\tHandshake (2026): Early Talent Award \n•\tSeramount (2025): 100 Best Companies for Workplace Programs\nThe results we’ve delivered for our clients¹¹ include:\n•\t5 million policyowners protected \n•\t$1 billion in lifetime annuity income paid \n•\t$7.8 billion in living benefits awarded (dividends not guaranteed) \n•\t$1.2 trillion in life insurance protection in force¹² \n•\t#1 largest mutual insurer in the U.S.¹³\n

Vacancy posted 2 days ago
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