Entry-Level Financial Planner

Join New York Life Insurance as an Entry-Level Financial Planner, where you'll embark on a fulfilling career path with the support of a company that's been a leader in the industry for over 175 years. As the largest mutual life insurer in the U.S., we’re committed to aligning with your goals and providing a strong foundation for both you and your clients. Our culture champions innovation and client-focused service, promising you a collaborative environment where your professional growth can thrive. You'll be empowered with the tools and guidance needed to succeed, giving you the confidence to make a meaningful impact.

In this role, you'll collaborate with a dedicated team known for its exceptional financial strength and commitment to excellence. We prioritize your development with clear pathways and resources to help you reach your career aspirations. With New York Life, you're not just joining a company; you're becoming part of a legacy of trust and stability, where your ambitions and our history of success come together to build a brighter future. Let’s work together to unlock your potential and create financial security for your clients.

Responsibilities

• Develop personalized financial plans that align with clients' goals and risk tolerance.
• Conduct thorough assessments of clients' financial situations to identify opportunities for growth.
• Educate clients on financial products and services, ensuring they understand their options.
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Collaborate with team members to share insights and strategies for client success.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Utilize company resources and tools to enhance client service and achieve sales targets.

Qualifications

• Experience in financial planning or a related field, with a passion for helping clients achieve their goals.
• Ability to communicate complex financial concepts in a clear and relatable manner, fostering trust and understanding.
• Proven track record of building and maintaining strong client relationships, becoming a trusted advisor.
• Strong analytical skills to assess clients' financial situations and identify opportunities for growth and protection.
• Ability to stay informed about industry trends and regulatory changes, ensuring clients receive the most current advice.
• Proficiency in using financial planning tools and resources to enhance service delivery and client satisfaction.
• Collaborative mindset to work effectively with team members, sharing insights and strategies for mutual success.

About the company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. We have over 175 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
• New York Life ranks No. 69 on the 2025 Fortune 500 list and remains the largest mutual life insurer in the U.S.
• Most MDRT members in any United States Mutual company in 2026
• Celebrated for exceptional financial strength with the highest ratings awarded to any US life insurer: A++ (A.M. Best), AAA (Fitch), Aa1 (Moody’s), and AA+ (S&P). Source: Individual Third-Party Ratings Reports, as of 5/19/2025