Financial Advisor

Job Description

Job Description

Financial Advisor / Financial ProfessionalAbout the Opportunity

We are looking for motivated and forward-thinking, people-focused individuals who are passionate about making a positive impact in the lives of others. As a Financial Professional, you will help individuals, families, and business owners create personalized financial strategies designed to protect their loved ones, accumulate wealth, and prepare for retirement.

This is more than a traditional sales position—it's an opportunity to build your own career while receiving the support, training, and mentorship of one of the nation's most established financial services organizations. You'll have the flexibility to grow your practice, expand your network, and create a career with long-term income potential.

If you're driven, coachable, and enjoy developing meaningful relationships, this career offers unlimited opportunities for personal, professional, and financial growth.

Please Note: Applicants must currently reside in New York to be considered for this opportunity.

Training Provided

No prior experience in financial services is required. We provide a comprehensive training program designed to help you succeed from day one.

Our training includes:

• Comprehensive onboarding and licensing support

• One-on-one mentorship from experienced leaders

• Hands-on coaching and professional development

• Sales, marketing, and business-building strategies

• Financial planning and product education

• Ongoing workshops, training sessions, and leadership development

• Continued support as you build and grow your practice

Our goal is to provide you with the knowledge, resources, and confidence needed to build a successful and rewarding career.

What We Offer

• Health insurance

• Dental insurance

• 401(k)

• Comprehensive training program

• Training allowance and first-year stipend (for qualified candidates)

• Expense allowance

• Performance-based bonuses

• Renewal and Trail income

• Council trips and recognition programs

• Flexible schedule with the opportunity to build your own career

Average Compensation

Compensation is performance-based and designed to reward long-term success.

• Year 1: $85,000 – $132,000

• Year 3: $109,000 – $205,000

• Year 5: $132,000 – $287,000

• Year 10+: $239,000 – $500,000+

Compensation Includes

• Commission

• Training Allowance

• Expense Allowance

• First-Year Stipend (for qualified candidates)

• Renewal & Trail Income

• Performance Bonuses

• Additional Incentive Opportunities

What We're Looking For

The ideal candidate is someone who:

• Is self-motivated and goal-oriented

• Enjoys building meaningful relationships

• Has strong communication and interpersonal skills

• Possesses a business mindset

• Is committed to helping clients achieve financial security

• Values integrity, professionalism, and exceptional customer service

• Is eager to learn and grow through ongoing training and mentorship

Whether you're launching a new career or looking for an opportunity with unlimited growth potential, we'll provide the training, mentorship, and support to help you build a successful financial services practice.

Compensation:

$85,000 - $132,000

Responsibilities:

• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:

• Bachelor's degree preferred (not required for all qualified candidates).
• Strong communication and interpersonal skills.
• Self-motivated with a forward-thinking mindset.
• Excellent time management and organizational abilities.
• Ability to build and maintain long-term client relationships.
• Comfortable networking and developing new business opportunities.
• Goal-oriented with a track record of achieving performance objectives.
• High level of integrity, professionalism, and ethical decision-making.
• Ability to work independently while collaborating with a supportive team.
• Customer service, sales, or business development experience is a plus but not required.

About Company

Founded in 1845, New York Life is one of the largest and most respected mutual life insurance companies in the United States. For over 180 years, we have helped individuals, families, and businesses achieve financial security through personalized guidance and a comprehensive range of insurance and financial solutions.

Our financial professionals receive industry-leading training, ongoing mentorship, and access to innovative tools designed to help them build successful, rewarding careers while making a meaningful impact in their communities.

If you're driven and passionate about helping others achieve their financial goals, New York Life offers the opportunity to build a career with purpose, flexibility, and unlimited growth potential.

We’re proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody’s) AA+ Very Strong (Standard & Poor’s)