Financial Advisor

NewYorkLife/ NYLIFE Securities LLC • Lafayette, LA, US

Posted 4 months ago

Description

Join New York Life, a Fortune 100 company with a rich history of over 180 years, as a Financial Advisor and become part of a legacy that helps families secure their futures. As a mutual company, we prioritize our policyholders and focus on long-term client success. We’re looking for a dedicated financial advisor who excels in advising clients on making smart, profitable decisions. Your role will be crucial in guiding them to achieve their financial goals, leveraging your expertise in math, analysis, and customer service. At New York Life, we value innovation, employee development, and offer career growth opportunities. If you’re ready to join a team that’s recognized as one of the most admired companies globally and committed to diversity and inclusion, we’d love to meet you. Let’s work together to continue our tradition of excellence and innovation. Start your application today!

Responsibilities

Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations

Qualifications

Superior customer service skills, math skills, relationship skills, and communication skills are preferred
Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
A Bachelor’s degree in business administration, finance, or a related field is required
Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary

Compensation

$80,000 - $120,000/year

About NewYorkLife/ NYLIFE Securities LLC

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ 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.

We’re proud to be recognized by the following organizations.

Fortune 2024: World’s Most Admired Companies Handshake 2025: Early Talent Award
Forbes 2024: America’s Best Employers for Diversity, Seramount: 2024 Best Companies for Multicultural Women.

We’re proud of the help we’ve provided and continue to provide clients. 5.1 million lives protected (includes all owners of individual life insurance and annuity policies)