Entry-Level Financial Advisor

Job Description

Job Description

Join us at New York Life as an Entry-Level Financial Advisor, where you’ll have the opportunity to guide clients toward their financial dreams. You'll be part of a dynamic team in a company that champions continuous learning and collaboration. We offer comprehensive training and mentorship, empowering you with the skills you need to excel. We're committed to your success, providing pathways for career growth and competitive compensation packages. With New York Life's strong market position and respected reputation, you'll be equipped to build lasting relationships and trust with clients. Let’s work together to shape a brighter financial future for those we serve.

$50,000 - $70,000 yearly

• Guide clients in Cedar Rapids, IA, on their financial journey, helping them achieve their dreams.
• Collaborate with our team to develop personalized financial strategies that align with client goals.
• Build and maintain strong relationships with clients, fostering trust and long-term partnerships.
• Stay informed about industry trends and insurance products to provide clients with up-to-date advice.
• Participate in ongoing training and mentorship programs to enhance your skills and knowledge.
• Communicate complex financial concepts in a clear, understandable manner to clients.
• Identify opportunities to expand client portfolios, ensuring their financial security and growth potential.

• Experience in customer service or sales, demonstrating strong interpersonal skills.
• Ability to communicate complex financial concepts in a clear and relatable manner.
• Proven track record of building and maintaining client relationships through trust and integrity.
• Eagerness to learn and adapt in a dynamic industry, utilizing New York Life's training resources.
• Strong analytical skills to conduct thorough financial assessments and recommend suitable products.
• Ability to work collaboratively within a team, sharing insights and strategies for mutual success.
• Proficiency in using digital tools and platforms to enhance client communication and service delivery.

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see