Job Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. What We Offer: • Comprehensive Training: A three-year program with marketing support, prospecting, and technical assistance. • Ongoing Support : Work alongside top agents and managers to develop a strong clientele. • Resources from a Fortune 100 Company: Gain the tools and backing you’d expect from one of the world’s most respected financial firms. About New York Life : As a leader in the financial industry, New York Life holds the highest financial strength ratings from A.M. Best, Standard & Poor’s, Moody’s, and Fitch. We’ve led the Million Dollar Round Table for 65 consecutive years and are recognized as one of the “World’s Most Admired Companies” by Fortune Magazine. Benefits : Full-time agents and their dependents are eligible for medical, dental, vision, and other benefits from day one. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred About Company: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

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