Join us at New York Life, where your career begins with purpose and potential. As an entry-level financial professional, you'll be part of a Fortune 100 company known for its unwavering commitment to helping individuals and families achieve their financial goals. We take pride in our rich history, spanning over 175 years, of doing good and focusing on long-term client success. Our team thrives on diversity and inclusion, and we're recognized by industry leaders for our exceptional training and development programs.

In this role, you'll have the unique opportunity to advance your career in a supportive environment where your success is our priority. We offer competitive benefits and abundant opportunities for growth, ensuring that you’re not just starting a job but building a rewarding career. With a focus on innovation and personal development, you'll be empowered to make a significant impact. If you're ready to embark on a journey with a company admired for its achievements and dedication to its people, let's get started today.

• Guide clients in developing personalized financial plans that align with their goals and aspirations.
• Conduct thorough financial assessments to identify opportunities for growth and improvement.
• Collaborate with team members to deliver comprehensive solutions that meet client needs.
• Stay informed about industry trends and regulatory changes to provide accurate advice.
• Build and maintain strong client relationships through regular communication and follow-up.
• Utilize company resources and training to enhance your financial expertise and client service skills.
• Participate in community events and networking opportunities to expand your professional network and client base.

• Experience in financial planning or a related field is a plus, but not required.
• Ability to communicate complex financial concepts in a clear and relatable manner.
• Proven track record of building and maintaining strong client relationships.
• Strong analytical skills to conduct thorough financial assessments.
• Ability to work collaboratively within a team to deliver comprehensive solutions.
• Eagerness to stay informed about industry trends and regulatory changes.
• Proficiency in using financial software and tools to enhance client service skills.

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.

We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health.

We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity