Financial Advisor

Job Description

Job Description

Join New York Life as a Financial Advisor and be a part of a company that's been safeguarding financial futures for over 180 years. You'll play a vital role in helping clients achieve their financial goals through strategic planning in areas like risk management, estate planning, and investment options. We're looking for someone who's eager to grow and passionate about providing excellent client service. As you begin your journey with us, you'll have the opportunity to develop your skills in various planning services, backed by a supportive team and a culture that values innovation and employee development.

When you join us, you'll benefit from flexible work arrangements and career growth opportunities in a supportive environment. New York Life's commitment to leadership in the insurance industry ensures that you'll be part of a team that's driven by long-term client interests. If you're ready to make a difference and grow your career, we encourage you to apply today and start making an impact. Compensation:

$135,000

Responsibilities:

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

• Guide clients in developing comprehensive financial plans that align with their long-term goals.
• Analyze clients' financial status and provide tailored advice on investment strategies and risk management.
• Collaborate with clients to assess their insurance needs and recommend suitable products.
• Stay informed on industry trends and regulatory changes to ensure clients receive up-to-date advice.
• Foster strong relationships with clients through regular communication and exceptional service.
• Work closely with our team to develop innovative solutions that meet clients' evolving needs.
• Educate clients on the benefits of estate planning and assist in creating effective strategies for wealth transfer and preservation.

Qualifications:

• Requires a Bachelor’s degree in business administration, finance, or other related field
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

• Experience in financial planning and wealth management, with a focus on client-centric solutions.
• Ability to analyze complex financial data and provide clear, actionable advice tailored to individual client needs.
• Proven track record of building and maintaining strong client relationships through trust and exceptional service.
• Strong communication skills to effectively educate clients on financial strategies and products.
• Ability to stay informed on industry trends and regulatory changes to provide up-to-date advice.
• Experience in developing comprehensive financial plans that align with clients' long-term goals.
• Ability to collaborate with a team to create innovative solutions for clients' evolving financial needs.

About Company
About New York Life

New York Life is a Fortune 100 company with more than 180 years of experience helping individuals, families, and businesses protect their financial futures. As a mutual company, New York Life is focused on the long-term interests of its policyholders and clients.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Job Type: Full-time