Financial Advisor

Job Description

Job Description

Join New York Life - Greater DC as a Financial Advisor and be part of a team that’s deeply committed to building strong financial futures. With over 175 years of industry success, we stand out in the insurance world by aligning with clients' interests. Here, you'll have the opportunity to craft dynamic, data-driven strategies while cultivating long-term relationships. Your expertise in investments, estate planning, and business strategies will be highly valued as you guide clients to make informed financial decisions.

We're looking for someone with strong communication skills and a passion for growth in the financial services industry. At New York Life, you'll be empowered with the resources and support to thrive professionally. Our accolades, like being #71 on the Fortune 100 and achieving the highest possible financial strength ratings, reflect our commitment to excellence and innovation. If you’re ready to make a significant impact and advance your career, we encourage you to apply and join us on this exciting journey. Compensation:

$121,500 - $142,500 at plan yearly

Responsibilities:

• Determine cash flow, income-to-debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Embrace the role of a coachable team player, open to continued education and training from other team members
• Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
• Understand the economic markets and use resources to leverage your expertise
• Be there in times of need when clients need us most

Qualifications:

• FINRA Series 7/6, SIE, and 63/66 are preferred but not required
• A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
• Basic knowledge of computer programs, including Microsoft Office, financial planning software, CRM systems, and related programs, is needed
• Excellent communication skills, relationship-building, and math skills to establish a strong foundation of customer service for all clients
• A bachelor’s degree in business administration, finance, or a similarly related field is desired but not required

Traits of our most successful Associates:

• Passion to help people
• Integrity
• A successful track record
• Enthusiasm
• Self-discipline
• Resilience
• Goal-Oriented

About Company

As a mutual company, with no investors or outside owners, New York Life - Tyson's Corner is uniquely aligned with the client's interests and priorities. We have over 175 years of industry success.

Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #71 on Fortune 100 in 2019
• Most MDRT members in any United States Mutual company 2019
• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18
• Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see