Financial Advisor | Experienced Financial Professional
New York Life – Greater Boston
Waltham, MA (Hybrid)
Full-Time
About the Opportunity
Are you an experienced financial professional looking to expand your practice with one of the nation's most respected financial services organizations?
New York Life is seeking experienced Financial Advisors, Wealth Advisors, Insurance Professionals, and Financial Services professionals who are passionate about helping clients build long-term financial security while growing a successful practice.
Our advisors partner with affluent individuals, affluent families, and business owners to develop comprehensive financial strategies that include:
- Retirement Planning
- Investment & Wealth Accumulation Strategies
- Life Insurance & Income Protection
- Estate & Legacy Planning
- Business Succession Planning
- College Funding Strategies
- Long-Term Financial Planning
Whether you're currently working in wealth management, insurance, banking, or investment services, New York Life offers the platform, support, and resources to help you elevate your career.
What We Offer
- Competitive compensation with first-year support and uncapped earning potential
- Comprehensive product portfolio including insurance, investments, retirement, and wealth strategies
- Advanced planning support
- Marketing and business development resources
- Dedicated mentorship and coaching
- Access to industry-leading technology and planning tools
- Leadership and management career paths
- Medical, Dental, Vision, 401(k), and additional benefits for eligible full-time professionals
- Hybrid work flexibility
Preferred Background
We're interested in professionals with experience in:
- Financial Advisory
- Wealth Management
- Life Insurance
- Financial Planning
- Retirement Planning
- Investment Services
- Banking
- Private Client Services
- Business Development
- Institutional Sales
- Internal or External Wholesaling
Professionals from firms such as Merrill Lynch, Morgan Stanley, UBS, Citizens Wealth Management, Fidelity, Northwestern Mutual, MassMutual, Prudential, Equitable, Lincoln Financial, Corebridge Financial, Bank of America, State Street, Ameriprise, and similar organizations are encouraged to apply.
Qualifications
Required
- Active Life Insurance License (or ability to transfer to Massachusetts)
- Proven experience developing client relationships
- Strong communication and consultative sales skills
- Entrepreneurial mindset
- Self-motivated with a strong work ethic
Preferred
- Health Insurance License
- FINRA registrations (SIE, Series 6, 7, 63, 65, or 66)
- Existing book of business or experience building one
- Bachelor's degree
Why New York Life?
For more than 180 years, New York Life has helped individuals, families, and business owners achieve financial security.
Our advisors are backed by a Fortune 100 company while enjoying the opportunity to build an independent practice supported by industry-leading training, advanced planning resources, and a collaborative leadership team.
If you're looking for an opportunity to grow beyond your current role, expand your planning capabilities, and build lasting client relationships, we'd welcome the opportunity to speak with you.
Locations: Waltham, Westborough, Andover, Hyannis, Rockland, Bridgewater, MA and Johnston, RI
Benefits
- 401(k)
- 401(k) Matching
- Health Insurance
- Dental Insurance
- Vision Insurance
- Professional Development Assistance
- Referral Program
- Retirement Plan
Work Location: Hybrid – Waltham, MA
Pay: $90,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Waltham, MA 02451
