Financial Professional

Company Description New York Life is a mutual company with over 180 years of experience helping individuals and families achieve long-term financial milestones through insurance, investments, retirement, and advisory services. The company is committed to transparency, integrity, and objectivity, and actively supports local communities through the New York Life Foundation and a strong culture of giving and volunteerism. Team members benefit from resources and programs that promote professional development, career growth, collaboration, innovation, and diversity and inclusion.

New York Life is an Equal Opportunity Employer, offering opportunities to work with affiliated entities such as NYLIFE Securities LLC and Eagle Strategies LLC, subject to appropriate licensing and credentials.

Role Description The Financial Professional role is a full-time, on-site position based in Fresno, CA. In this role, the Financial Professional will meet with clients to assess their financial goals and develop custom strategies across insurance, investments, retirement, and advisory services, as permitted by licenses and credentials. Day-to-day responsibilities include analyzing financial information, preparing financial plans and reports, presenting recommendations, and maintaining long-term client relationships.

The role also involves staying current with financial products, regulatory requirements, and market trends, as well as collaborating with colleagues and leveraging New York Life’s tools and training to support client outcomes.

Qualifications

• Strong foundation in Finance and Financial Planning, with the ability to design and implement comprehensive strategies.
• Analytical Skills and experience with Financial Reporting to interpret data and communicate insights clearly.
• Effective Communication skills, including the ability to explain complex financial concepts in accessible language.
• Relevant licenses or willingness to obtain applicable insurance, securities, and advisory credentials as required.
• Bachelor’s degree in finance, business, economics, or a related field preferred, or equivalent professional experience.
• Demonstrated client service orientation, ethical judgment, and commitment to confidentiality and regulatory compliance.
• Ability to work on-site in Fresno, CA and collaborate with a diverse team while managing individual responsibilities.