Financial Consultant

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.

• Design 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
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Background in sales, business development, leadership, or other performance-driven roles; professional experience preferred
• Strong communication, presentation, and relationship-building skills with the ability to influence and earn trust
• Self-motivated and competitive with a business mindset, capable of managing time, priorities, and client relationships independently
• Demonstrated desire to grow professionally, take on increased responsibility, and pursue leadership and advancement opportunities
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Bachelor’s degree in business administration, finance, or related field is required
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required

$124,000 at plan commission

Build a career where your ambition, impact, and income can grow together. As a Financial Services Professional with New York Life, you’ll help individuals, families, and businesses achieve financial confidence while building a career with one of the most respected companies in the industry—backed by over 180 years of financial strength and stability.

If you’re driven by the ability to make a positive impact and want clear paths for advancement and long-term growth
, New York Life provides the platform to build a meaningful, rewarding career.