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
$120.56k
...families, and businesses navigate life’s financial decisions through changing markets and... ...stages Resources & Tools: Access to experienced professionals and institutional knowledge... ...You may also choose to become a financial advisor with Eagle Strategies LLC, our...SuggestedFull timeContract workTemporary work- ...Position Title: Financial Advisor This role seeks a motivated financial advisor eager to establish a successful book of business. The firm is focused on growth and innovation, providing an opportunity for the advisor to work closely with leadership and drive strategic...SuggestedFlexible hours
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...Suggested
$100k
...Financial Advisor – K–12 Retirement Specialist (403b/457b)Empower Educators. Build Your Business. Make an Impact.Join a proven system where advisors build six-figure practices serving the underserved K–12 market. We're currently scheduling presentations for 100+ advisors...SuggestedFull time$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...Full timeContract workFor contractorsWork at office- ...to help you confidently transition into financial services. You’ll be surrounded by a team... ...in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM... ...planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility...InternshipWork at officeLocal areaRelocationFlexible hours
- Financial Aid Advisor IIAgency: Texas A&M University - San AntonioDepartment: Enrollment ManagementProposed Minimum Salary: CommensurateJob Location: San Antonio, TexasJob Type: StaffJob Description:This position, under the supervision of the Assistant Director in Financial...Work at officeMonday to FridayAfternoon shift
$28k - $125k
...among the first 25 applicants This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience —... ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering...Full timeWork experience placementWork at officeLocal areaFlexible hours- ...Job Description Job Description About the job Job description: Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring...Full timeWork at officeRemote workMonday to FridayWeekend work
- ...Security AnalystWe are seeking an experienced Information Security Analyst to support enterprise-wide account discovery and identity visibility initiatives. This role focuses on identifying, analyzing, and validating accounts across multiple systems. The ideal candidate...
- ...identity visibility initiatives. You'll play a pivotal role in strengthening our organization's IAM maturity, collaborating with experienced peers, and ensuring compliance within a regulated environment. This position offers the opportunity to work with cutting-edge IAM...
$60k - $150k
...pursue a leadership career through firsthand experience as a financial professional.* You will begin by building your own practice... ...00 Responsibilities: Lead and mentor a team of financial advisors, fostering a collaborative and growth-oriented environment....Contract work$60k - $150k
...experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship...Full timeContract workFor contractorsWork at office- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...We’re hiring a Financial Planner (Service Advisor) on behalf of our client—a growing hybrid retirement-focused wealth management firm in Central Texas. If you love building long-term relationships with retirees, want strong internal support, and prefer a small, family...Work at office
- ...relationships through proactive, meaningful conversations that support financial well-being and deepen engagementLead discovery-driven... ...in adopting capabilities that enhance their banking experienceAbility to identify customer needs and connect them to appropriate solutions...Work experience placementFlexible hours
- ...collaborative advisory team to deliver comprehensive, fee-based financial advice as a fiduciary while proactively growing and serving a... .... Partner closely with Client Service Associates and Service Advisors to ensure smooth onboarding, service delivery, and retention....
- ...Patient Financial Representative Senior (Onsite) Sigma Inc. is seeking an experienced Patient Financial Representative Senior to join the revenue cycle team of a large hospital system in San Antonio, TX. This is an on-site, contract-to-hire opportunity offering long-...Contract workWork at officeMonday to FridayShift work
- ...Job Description Job Description The Financial Planning Advisor assists in carrying out the department’s mission to provide professional knowledge, personalized services and support to students and their families to bridge the gap between family resources and educational...Work at officeLocal area
$24 - $30 per hour
...products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within...Hourly payRemote work$77k - $214k
...family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth...Full timeH1b$82.96k - $145k
...DescriptionHII Mission Technologies is seeking a skilled and experienced Identity / Risk Management Analyst. The successful candidate will... ...employee assistance programs; Savings Plan Options (401(k)); financial planning tools, life insurance; employee discounts; paid...Full timeWork experience placementWork at officeLocal areaWorldwide- SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop an overall comprehensive plan. Once goals... ...growth.Essential duties include the following:Develops customer financial profiles to determine suitability of investment products based...Full timeLocal area
$95.55k - $195.25k
Position Summary The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology in order for our Tax Professionals to deliver efficient, high value, quality tax services to our clients. Tax...Work at officeLocal areaVisa sponsorship- Financial Aid CounselorThe Financial Aid Counselor is responsible for counseling students and educating parents regarding federal, institutional and state financial aid opportunities and advising them on financial aid options and resources. The position advises on financial...Weekend workAfternoon shift
- Job TitleJob description goes here. If no job description is provided, only the job title will be shown.
- ...there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$100k
...engaged retirement and estate-planning clients — so you can spend your time doing what you do best: advising, not prospecting. Why Advisors Are Applying: ~ Zero marketing spend — no lead buying, no seminars, no advertising costs out of your pocket ~10–12 pre-set...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Experienced Financial Advisor. Be the first to apply!
- finance associate San Antonio, TX
- financial counselor San Antonio, TX
- associate corporate finance San Antonio, TX
- financial consultant San Antonio, TX
- estate planning consultant San Antonio, TX
- financial planning assistant San Antonio, TX
- financial planner San Antonio, TX
- financial advisor associate San Antonio, TX
- financial associate San Antonio, TX
- associate leveraged finance San Antonio, TX



