Experienced Financial Advisor

Join us at New York Life as an Experienced Financial Advisor, where you'll be instrumental in helping individuals and businesses secure their financial futures. You'll use your expertise to build lasting client relationships, evaluate unique financial situations, and create personalized strategies to protect and grow their financial well-being. With us, you'll have access to comprehensive training, continuous professional growth opportunities, and a wealth of industry-leading resources to support your success and development.

We're committed to fostering a collaborative environment that values professionalism and long-term success. Backed by New York Life's renowned financial strength, you'll have the tools and support needed to excel in your career. Our competitive compensation and benefits package includes immediate eligibility for medical, dental, and vision coverage, along with long-term disability and group term life insurance for you and your dependents. If you're ready to elevate your financial advisory career with a trusted organization, let's move forward together.

Responsibilities

• Develop and maintain strong, trusting relationships with clients to understand their financial goals and needs.
• Conduct comprehensive financial assessments to create tailored strategies that align with clients' objectives.
• Provide expert guidance on a range of financial products, including insurance and investment options.
• Stay informed about industry trends and regulatory changes to offer clients the most current advice.
• Collaborate with colleagues and leverage New York Life's resources to deliver exceptional service and solutions.
• Monitor clients' financial progress and adjust strategies as needed to ensure continued alignment with their goals.
• Educate clients on financial planning principles to empower them to make informed decisions about their future.

Qualifications

• Experience in financial advising, with a proven track record of building and maintaining client relationships.
• Ability to conduct thorough financial assessments and develop personalized strategies that align with clients' goals.
• Proven track record of effectively communicating complex financial concepts in a clear and accessible manner.
• Strong understanding of insurance and investment products, with the ability to tailor solutions to individual client needs.
• Ability to stay informed about industry trends and regulatory changes, ensuring clients receive up-to-date advice.
• Experience collaborating with team members and other professionals to deliver comprehensive financial planning services.
• Ability to lead client meetings and presentations, building trust and confidence through clear communication and expert advice.

About the company

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/