Financial Planner
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Entry-Level Financial PlannerNew York Life Insurance - New York City • New York, NY, US
Entry-Level Financial Planner
New York Life Insurance - New York City • New York, NY, US
30+ days ago
Salary
$116,000.00 yearly
Job type
- Full-time
Job description
As an Entry-Level Financial Planner with New York Life Insurance, you'll embark on a rewarding journey to build strong financial futures for both yourself and your clients. With over 175 years of industry success, we provide a solid foundation for your career growth. You'll be part of an innovative culture that prioritizes client interests, supported by exceptional financial strength and commitment to excellence. Our team is dedicated to empowering you with the tools and guidance needed to succeed, fostering an environment where your professional skills can thrive.
Join us and become part of the largest mutual life insurer in the U.S., where you'll have the opportunity to work alongside the most Million Dollar Round Table members in any U.S. mutual company. We promise to collaborate with you to achieve your career goals, offering clear pathways and resources for development. Let's build a future where your ambitions and our legacy of trust and stability come together to make a meaningful impact.
Compensation:
$116,000 at plan yearly
Responsibilities:
- Develop personalized financial plans that align with clients' goals, ensuring their financial security and peace of mind.
- Engage with clients regularly to review their financial progress and adjust plans as needed to meet evolving needs.
- Collaborate with team members to share insights and strategies, fostering a supportive and innovative work environment.
- Stay informed about industry trends and regulatory changes to provide clients with the most current and effective advice.
- Utilize company resources and tools to enhance your financial planning skills and deliver exceptional client service.
- Build and maintain strong relationships with clients, becoming a trusted advisor in their financial journey.
- Conduct thorough assessments of clients' financial situations to identify opportunities for growth and protection.
Qualifications:
- Experience in developing personalized financial plans that align with clients' goals.
- Ability to engage with clients regularly, reviewing their financial progress and adjusting plans as needed.
- Proven track record of collaborating with team members to share insights and strategies.
- Keen interest in staying informed about industry trends and regulatory changes.
- Ability to utilize company resources and tools to enhance financial planning skills.
- Strong relationship-building skills, becoming a trusted advisor in clients' financial journeys.
- Experience in conducting thorough assessments of clients' financial situations to identify opportunities for growth and protection.
About Company
As a mutual company, with no investors or outside owners, New York Life 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
- New York Life ranks No. 69 on the 2025 Fortune 500 list and remains the largest mutual life insurer in the U.S.
- Most MDRT members in any United States Mutual company in 2026
- Celebrated for exceptional financial strength with the highest ratings awarded to any US life insurer: A++ (A.M. Best), AAA (Fitch), Aa1 (Moody’s), and AA+ (S&P). Source: Individual Third-Party Ratings Reports, as of 5/19/2025
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Entry-Level Financial Planner • New York, NY, US
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