Financial Advisor
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help our clients achieve their financial goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:
$74,000 - $120,000 at plan earnings
Responsibilities:
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Qualifications:
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Requires a Bachelor’s degree in business administration, finance, or other related field
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
- Fearless, positive attitude, and willingness to be accountable for results
- Organized, detail-oriented, and excellent time-management skills
- The desire for continuous learning
- Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
About Company
A Legacy of Stability & Trust: Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69.
Unwavering Financial Strength: New York Life has received the highest possible financial strength ratings from all major credit agencies:
- A.M. Best: A++
- Fitch Ratings: AAA
- Moody’s: Aaa (or Aa1 in some recent updates)
- Standard & Poor’s: AA+ 
These affirmations highlight the company’s exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.