Financial Professional

New York Life Insurance Company has been helping individuals achieve their life goals for over 180 years, guided by principles of transparency, integrity, and objectivity. As a mutual company, we are dedicated to fostering community improvement through our culture of giving and the New York Life Foundation. We prioritize career growth, collaboration, innovation, and diversity and inclusion, offering resources and programs for personal and professional development.

Committed to equal opportunity, New York Life welcomes individuals from all backgrounds to join our mission of delivering insurance, investments, retirement, and advisory services with excellence.

This is a full-time hybrid position for a Financial Professional based in Wall, NJ, with the flexibility for some work-from-home arrangements. The Financial Professional will provide personalized financial planning, assist clients in achieving their financial goals, and guide them in making informed investment and insurance decisions. This role involves evaluating clients’ financial needs, preparing detailed financial reports, and leveraging insights to create tailored plans and strategies.

Collaboration with colleagues and ongoing communication with clients will be key components of daily responsibilities.

• Strong expertise in Financial Planning, Finance, and Financial Reporting
• Exceptional Analytical Skills to assess and optimize clients’ financial strategies
• Outstanding Communication skills to effectively collaborate and build lasting client relationships
• Proven organizational and time management skills to handle multiple clients and priorities
• Bachelor’s degree in finance, economics, business, or a related field preferred
• Relevant financial certifications such as CFP, CFA, or Series licenses are advantageous
• Familiarity with financial tools and technology is a plus
• Commitment to ethical practices and delivering high-quality client service