Financial Advisor

NewYorkLife/ NYLIFE Securities LLC • Lafayette, LA, US

Posted 2 days ago

Description

Embark on an exciting journey as an Entry-Level Financial Professional, where you will play a vital role in guiding clients through their financial futures. This dynamic position offers an excellent opportunity to develop foundational expertise in financial planning, investment management, and client relationship management. You will work closely with seasoned professionals to learn industry best practices, stay current on financial regulations, and deliver personalized solutions that help clients achieve their financial goals. This paid role is designed to foster growth, knowledge, and confidence in the fast-paced world of financial services.

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

Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

Compensation

$80,000 - $120,000 yearly

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)