Financial Planning Consultant

Job Overview

We are seeking an experienced financial advisor to assist our 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!

What we’re looking for...

• We’re looking for people who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses
• This is not just a sales job—it’s a career with purpose and opportunity
• You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives

• Competitive
• Enterprising
• Coachable
• Communicative
• A Bachelor’s degree in business administration, finance, or a related field is required
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred

$140,500 at plan earnings

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT 2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer:
  Standard & Poor’s (AA+); A.M. Best (A++);
  Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
• Full benefits when hired and 3 separate pensions

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Lance Gillman, Senior Partner, New York Life