Financial Advisor

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

• Customize financial plans for each client based on potential life changes and changing financial needs
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs

• Superior relationship skills, communication skills, and customer service skills are necessary
• Business mindset
• Relevant knowledge of the financial industry, financial products, and best practices is preferred
• Experience in sales & finance is helpful but not required
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• A Bachelor’s degree in business administration, finance, or a related field is required
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired

$90,000 - $120,000 at plan yearly

Our goal is to help driven, ambitious peoplefulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community.

New York Life holds the highest financial strength ratings currently awarded.

With New York Life, you're in business for yourself, not by yourself.

As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: