Financial Services Professional

New York Life is a mutual company with over 180 years of experience helping individuals and families achieve long-term financial milestones. The organization is dedicated to transparency, integrity, and objectivity, and supports local communities through a strong culture of giving and volunteerism, including the New York Life Foundation. Team members benefit from resources and programs designed to foster professional growth, collaboration, innovation, and a commitment to diversity and inclusion.

New York Life offers insurance, investment, retirement, and advisory services through its affiliated companies and maintains strict standards for licensing and credentialing. New York Life is an Equal Opportunity Employer, welcoming applicants of all backgrounds and identities.

The Financial Services Professional is a full-time, on-site role based in Sandy, UT. In this position, the individual will meet with clients to understand their financial goals and develop tailored strategies for insurance, investments, retirement, and overall financial planning. Daily responsibilities include analyzing financial information, recommending appropriate products and services, and maintaining ongoing relationships through regular reviews and follow-ups. The role involves educating clients on available options, staying informed about market trends and regulatory guidelines, and collaborating with internal teams and specialists to deliver comprehensive solutions.

The Financial Services Professional is expected to build a client base through networking and referrals while upholding New York Life's standards of ethics, service quality, and compliance.

• Candidates should possess skills in Finance and Financial Services to analyze client needs and recommend appropriate solutions.
• Candidates should possess skills in Financial Planning and Retirement Planning to design long-term, goal-oriented strategies.
• Candidates should possess strong Communication skills to explain complex concepts clearly and build trusted relationships.
• Relevant experience in sales, client advisory, or wealth management is beneficial.
• Bachelor's degree in finance, business, economics, or a related field is preferred.
• Ability to work on-site in Sandy, UT and comply with licensing requirements for insurance and investment products.
• Demonstrated integrity, professionalism, and a commitment to inclusive, client-centered service.