Entry-Level- Financial Professional

At New York Life , we believe in empowering individuals and safeguarding futures. With over 180 years of experience, our mission is to help families achieve their financial goals and protect their loved ones. As a Financial Planner with our team, you’ll provide expert guidance to clients, using your analytical skills and customer service acumen to foster long-term relationships. Your role will involve advising clients on financial strategies to make informed decisions, enhancing their financial well‑being and ours.

We’re committed to innovation and value, ensuring our clients always receive the best. Our supportive culture offers flexibility, competitive compensation, and opportunities for career development. If you have a proven track record in financial advising and are eager to grow with us, we invite you to start your application today and be part of a legacy that prioritizes clients and community.

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects

• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Experience with computer programs such as MS Office, Google Suite, CRM systems, and financial planning software is essential

$80,000 - $120,000 yearly