Financial Advisor

Job DescriptionJob Description Join us at NewYorkLife/NYLIFE Securities LLC, where you'll empower clients to secure their financial future. As a Financial Advisor, you'll design and implement personalized strategies that align with clients' goals. With over 180 years of experience, our mutual company prioritizes clients, not Wall Street, ensuring our advisors can focus on long-term success and innovate for greater client value. We value diversity, inclusion, and career growth, offering a supportive environment that recognizes your expertise and potential. Your Bachelor's degree in business or finance and a track record of building successful advising relationships will thrive here. Let's make a meaningful impact together. Apply now to start your journey with us!

Compensation:

$80,000 - $120,000 yearly

Responsibilities:

Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Create customized financial plans suitable for each client based on potential life changes and changing financial needs Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects

Qualifications:

Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Requires a Bachelor's degree in finance, business administration, or related field Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed About Company 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)