Financial Services Professional

NYLIFE Securities LLC, a subsidiary of New York Life Insurance Company, offers clients top‑tier brokerage services and an extensive range of investment solutions. As a registered broker‑dealer, NYLIFE Securities provides the necessary resources to help clients grow and preserve their wealth. Known for exceptional client service, industry‑leading investment platforms, and a competitive cost structure, the company addresses the diverse financial goals of its clients.

NYLIFE Securities is committed to building long‑term relationships and prudently serving clients' needs throughout their lives.

This is a full‑time hybrid role based in Chiefland, FL, with flexibility for some work‑from‑home arrangements. As a Financial Services Professional, you will assist clients with financial planning strategies, retirement planning, and investment opportunities. The role involves evaluating financial objectives, providing personalized solutions, communicating effectively to understand client needs, and building lasting relationships. You will utilize NYLIFE Securities’ resources and tools to help clients achieve their financial goals while adhering to industry and company standards.

• Strong knowledge and skills in Financial Planning and Retirement Planning
• Experience in Finance and Financial Services
• Proficient communication skills to effectively interact with clients and convey complex concepts
• Commitment to providing client‑focused financial solutions with attention to long‑term outcomes
• Ability to work both independently and collaboratively in a hybrid working environment
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field preferred
• Relevant certifications such as Series 6, Series 7, or Chartered Financial Consultant (ChFC) are a plus