Financial Advisor

Job Overview

As a Financial Services Professional with New York Life, you will provide personalized financial guidance to clients, lead workshops, develop customized financial plans, and build long‑term relationships to help them achieve financial security.

• Comprehensive three‑year training and development program.
• Support in client acquisition and business development strategies.
• Support in financial planning and technical expertise.
• Support in relationship building and client engagement.
• Support in marketing, networking, and prospecting techniques.
• Support in practice management and long‑term business growth.

• Lead client workshops and educational seminars while delivering personalized financial guidance based on each client’s risk tolerance, goals, and long‑term objectives.
• Help clients implement comprehensive financial strategies, including life insurance, savings programs, mutual funds, and other solutions designed to strengthen overall financial security.
• Analyze and manage client financial data within the CRM to evaluate current financial positions, cash flow, future goals, and long‑term projections.
• Build and expand client relationships through social media, targeted marketing initiatives, and professional networking while establishing yourself as a trusted financial resource.
• Develop and execute customized financial plans tailored to each client’s unique needs by leveraging a full range of products and services.

• Demonstrated ability to build and maintain long‑term, trust‑based client relationships.
• Proven success in leveraging personal and professional networks to generate and grow new business opportunities.
• Strong commitment to ethical standards with the ability to simplify and clearly communicate complex concepts.
• Strategic and analytical thinker focused on delivering measurable, results‑driven outcomes.
• Skilled communicator and presenter who can engage, inform, and influence diverse audiences.
• Adaptable professional who thrives in fast‑paced environments while effectively managing multiple priorities.
• Collaborative team player who values partnership, encourages innovation, and contributes to overall organizational success.

• Industry‑leading training and development programs.
• Ongoing mentorship and professional coaching.
• Access to a broad portfolio of insurance and financial solutions.
• Competitive compensation and significant earning potential.
• Comprehensive benefits package for eligible professionals and dependents.
• The opportunity to build a career while helping others achieve financial security.
• The support and credibility of a Fortune 100 company.
• Full‑time agents and eligible dependents may qualify for a comprehensive benefits package, including medical, dental, vision, long‑term disability, and group life insurance coverage (subject to eligibility requirements and plan provisions).

• Financial Services Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, and provide securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.

New York Life is an Equal Opportunity Employer (M/F/D/V).