Financial Services Professional

New York Life Insurance Company, established over 180 years ago, is committed to helping individuals achieve significant milestones through insurance, investments, retirement, and advisory services. As a mutual company, we prioritize transparency, integrity, and objectivity while fostering a culture of giving and volunteerism through the New York Life Foundation. We are dedicated to career growth, innovation, diversity, and inclusion while providing ample resources for personal and professional development.

New York Life is an Equal Opportunity Employer, welcoming diversity and promoting equity across all levels of the organization.

This is a full-time, on-site role located in Wall, NJ, for a Financial Services Professional. The role involves developing personalized financial plans to help clients achieve their long‑term financial goals, including retirement, investments, and insurance planning. Responsibilities include building and maintaining relationships with clients, identifying financial needs, and providing tailored financial solutions. Additional duties include staying up‑to‑date with market trends, adhering to compliance regulations, and working collaboratively with team members to meet organizational objectives.

• Building and maintaining relationships with clients.
• Identifying clients’ financial needs.
• Providing tailored financial solutions.
• Staying up‑to‑date with market trends.
• Adhering to compliance regulations.
• Collaborating with team members to meet organizational objectives.

• Knowledge and expertise in Financial Planning and Retirement Planning.
• Strong competencies in Financial Services and Finance.
• Excellent communication skills for client interaction and relationship management.
• Ability to analyze and understand clients’ financial objectives to create effective solutions.
• Proactive mindset and ability to work collaboratively on‑site with a team.
• Bachelor’s degree in Finance, Business Administration, or Economics is preferred.
• Licensing in insurance and securities is a plus but not required upon hiring.
• Commitment to providing exceptional client service and adhering to compliance standards.

Entry level

Full‑time

Finance & Sales