Experienced Financial Advisor

Join our team as an Experienced Financial Advisor, where your passion for finance meets a collaborative work environment. At New York Life, you'll help clients achieve their financial dreams while enjoying competitive compensation, including a W-2 salary, commissions, and an expense allowance. You'll be backed by subsidized medical, dental, and vision insurance, a 401(k) plan with company match, and a cash balance pension plan. We value your growth and offer paid training and ongoing development opportunities. With us, you'll have the freedom to manage your schedule and make a meaningful impact through comprehensive financial solutions.

We're seeking motivated individuals with a strong interest in finance, estate planning, investments, and tax mitigation. Your excellent communication skills and enthusiasm for success will be key as you guide individuals, families, and businesses toward financial security. At New York Life, you'll find an empowering environment where innovation and employee-centric values lead the way. Let's build a brighter financial future together.

Responsibilities

• Guide clients in developing personalized financial plans that align with their long-term goals and values.
• Analyze clients' financial status, including income, expenses, and investments, to provide tailored advice.
• Stay informed on industry trends and regulatory changes to ensure clients receive up-to-date guidance.
• Collaborate with our team to create comprehensive financial strategies that address diverse client needs.
• Educate clients on investment options, risk management, and tax-efficient strategies to enhance their portfolios.
• Build and maintain strong relationships with clients through regular communication and exceptional service.
• Conduct financial reviews and adjust plans as needed to reflect clients' evolving circumstances and objectives.

Qualifications

• Must live in the state of Colorado, Wyoming, or Nebraska (5+ years).
• Experience in financial advising, with a focus on wealth accumulation and risk management strategies.
• Ability to conduct thorough fact-finding analysis to align client goals with tailored financial strategies.
• Proven track record of maintaining and growing consumer portfolios through effective client-specific tactics.
• Strong communication skills to engage with clients and assess their evolving needs and priorities.
• Familiarity with estate planning, business solutions, investments, and tax mitigation.
• Ability to work independently while contributing to a collaborative team environment.
• Commitment to ongoing professional development and staying current with industry trends and best practices.

About the company

New York Life Insurance Company

NYL is one of the largest and most respected mutual life insurance companies in the US. Founded in 1845, the company is owned by its policyholders, which means decisions are made with a long-term focus on financial strength, stability, and client outcomes—not shareholder pressure. New York Life provides life insurance, retirement income solutions, long-term care coverage, and investment products, helping individuals, families, and businesses build and protect their financial futures.

NYLIFE Securities LLC

NYLIFE Securities is the registered broker-dealer and FINRA-member subsidiary of New York Life. It allows financial professionals to offer securities products such as mutual funds, variable annuities, and managed accounts. Through NYLIFE Securities, advisors can provide comprehensive financial guidance that integrates insurance protection with investment strategies, delivering holistic solutions tailored to clients’ goals.