Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Compensation:
$74,000 - $120,000 at plan earnings
Responsibilities:-
Serve as a collaborative team player willing to further development through continued training opportunities
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Qualifications:-
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:
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Highly self-motivated and self-disciplined with the ability to work effectively and independently
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Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
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Fearless, positive attitude, and willingness to be accountable for results
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Organized, detail-oriented, and excellent time-management skills
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The desire for continuous learning
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Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
About Company
A Legacy of Stability & Trust: Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69.
Unwavering Financial Strength: New York Life has received the highest possible financial strength ratings from all major credit agencies:
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A.M. Best: A++
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Fitch Ratings: AAA
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Moody’s: Aaa (or Aa1 in some recent updates)
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Standard & Poor’s: AA+ 
These affirmations highlight the company’s exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.
