Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

• Network with and qualify prospective clients and explain the features and merits of insurance, investments, and other planning needs.
• Develops investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
• Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
• Develops long-term relationships with clients and underwriters.
• Assists clients with concerns and service issues as needed.
• Reaches agreed-upon sales targets monthly.

• Interpersonal, communication, and presentation skills.
• Driven, motivated, and coachable.
• Be willing to help others.
• New York Life will pay for and cover all expenses for training and the exam.
• Sales: 1 year (preferred).

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.