Personal Financial Planner

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

What we’re looking for...

• We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
• This is not just a sales job—it’s a career with purpose and opportunity
• You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

• Competitive
• Enterprising
• Coachable
• Communicative
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• 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
• Requires a Bachelor’s degree in finance, business administration, or related field

$140,500 at plan earnings

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 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
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT 2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer:
  Standard & Poor’s (AA+); A.M. Best (A++);
  Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
• Full benefits when hired and 3 separate pensions

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Lance Gillman, Senior Partner, New York Life