Financial Advisor

Job Description

Job Description

Helping People Build Financial Confidence

At New York Life, our purpose is simple: helping people achieve financial security and peace of mind. Through a broad range of insurance, retirement, and investment solutions, we help individuals, families, and businesses protect what matters most while preparing for the future with confidence.

Everything we do is guided by integrity, care, and a long-term perspective. As a mutual company, we are accountable to our policy owners rather than outside shareholders, allowing us to focus on creating lasting value and meaningful outcomes. Our promise, "We Are Here For Good,"reflects both our financial strength and our enduring commitment to the people and communities we serve.

Build a Career That Makes a Difference

As a Financial Services Professional with New York Life, you'll have the opportunity to make a meaningful impact while building a rewarding and flexible career.

You'll help clients navigate important financial decisions, develop personalized strategies, and work toward their long-term financial goals. At the same time, you'll have the opportunity to build your own practice with the backing of one of the most respected names in the financial services industry.

Whether you're beginning a career in financial services or looking to elevate your existing practice, New York Life provides the resources, support, and professional development to help you succeed.

Training, Mentorship, and Professional Development

Your success starts on day one.

Our comprehensive three-year training and development program is designed to help you build the knowledge, skills, and confidence needed to establish a successful business.

You'll receive training and support in:

• Client acquisition and business development
• Financial planning and product knowledge
• Relationship management and client engagement
• Marketing, networking, and prospecting
• Practice management and long-term business growth

You'll also benefit from ongoing mentorship, personalized coaching, and collaboration with experienced professionals who are committed to helping you succeed.

Backed by Financial Strength

When you join New York Life, you're supported by one of the strongest and most respected financial institutions in the world.

New York Life holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four major rating agencies:

• AM Best: A++ (Superior)
• Fitch Ratings: AAA
• Moody's Investors Service: Aaa
• S&P Global Ratings: AA+

With nearly 180 years of financial strength and stability, New York Life continues to earn the trust of millions of policy owners.

For 65 consecutive years, New York Life has produced more Million Dollar Round Table (MDRT) qualifiers than any other insurance or financial services organization, reflecting the professionalism and success of our agents. The company has also been recognized by  Fortune as one of the World's Most Admired Companies.

Why Join New York Life?

• Comprehensive training and professional development
• Ongoing mentorship and leadership support
• Access to a broad portfolio of insurance, retirement, and investment solutions
• Competitive compensation with significant earning potential
• Comprehensive benefits package for eligible professionals and their dependents
• The opportunity to build your own business while helping others achieve financial security
• The strength, credibility, and resources of a Fortune 100 company

Additional Information

Financial Services Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, and provide securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.

New York Life is an Equal Opportunity Employer (M/F/D/V).

Full-time agents and eligible dependents may qualify for a comprehensive benefits package that includes medical, dental, vision, long-term disability, and group life insurance coverage. Benefits are subject to eligibility requirements and plan provisions.

$135,000+

• Lead client workshops and educational seminars while delivering personalized financial guidance based on each client’s risk tolerance, goals, and long-term objectives.
• Help clients implement comprehensive financial strategies, including life insurance, savings programs, mutual funds, and other solutions designed to strengthen overall financial security.
• Analyze and manage client financial data within the CRM to evaluate current financial positions, cash flow, future goals, and long-term projections.
• Build and expand client relationships through social media, targeted marketing initiatives, and professional networking while establishing yourself as a trusted financial resource.
• Develop and execute customized financial plans tailored to each client’s unique needs by leveraging a full range of products and services.

• Demonstrated ability to build and maintain long-term, trust-based client relationships.
• Proven success in leveraging personal and professional networks to generate and grow new business opportunities.
• Strong commitment to ethical standards with the ability to simplify and clearly communicate complex concepts.
• Strategic and analytical thinker focused on delivering measurable, results-driven outcomes.
• Skilled communicator and presenter who can engage, inform, and influence diverse audiences.
• Adaptable professional who thrives in fast-paced environments while effectively managing multiple priorities.
• Collaborative team player who values partnership, encourages innovation, and contributes to overall organizational success.

Our Mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good , reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.