Entry-Level Financial Advisor

New York Life - Northern California Roseville , CA , US

Posted a month ago

Overview

Description

We are looking for individuals who want to make a meaningful and lasting impact on the financial well-being of individuals, families, and small businesses. This is a career opportunity for self-motivated professionals who value purpose, growth, and the ability to build long-term client relationships while helping people navigate important financial decisions such as retirement planning, education funding, and wealth management.

As an Advisor, you will be part of a holistic wealth management practice offering comprehensive fee-based financial planning and sophisticated investment solutions through industry-leading partners. You will be positioned to provide trusted guidance and consultative advice while overseeing clients financial futures. The strength of New York Lifes platform allows you to differentiate your practice by offering a broad range of solutions supported by specialized teams and customized planning capabilities.

New York Life provides a comprehensive training and development program that includes mentorship, marketing support, and proven systems to help you build your personal brand and grow a client base organically. This is a performance-based career with the ability to determine your own income through individual results. In 2024, the average income of our financial professionals was $120,555. Full-time agents are eligible for medical, dental, vision, life, disability insurance, and retirement benefits, including a 401(k) with a match and a cash balance pension.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC, a member of FINRA and SIPC. New York Life is an Equal Opportunity Employer.

Ability to Commute : Roseville, CA 95661

Work Location : In-Person

Responsibilities

• Use a CRM to organize each clients financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Develop and implement tailored financial plans using our array of services while considering each clients financial needs and life circumstances
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
• Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice

Qualifications

Compensation

$62,500 - $259,000

About New York Life - Northern California

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

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