Financial Professional

Financial Professional for Career Changers

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you are looking for a career change and have great communication skills with an eye for detail, apply today!

$75,000 - $125,000+ at plan yearly

• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Requires a Bachelor’s degree in business administration, finance, or other related field

• While pre-licensing for life/health insurance and valid FINRA Series 6/7 & 63 are not required, candidates must possess a desire to obtain company-sponsored life and health licenses prior to employment along with the commitment to reach FINRA SIE, Series 6/7 and 63 licenses within the first 12 months of employment
• Candidates with 8-10 years of professional experience are encouraged to apply. This includes all industries but especially those where superior knowledge of client account relationships, high-touch customer service, and integrated marketing sales expertise are part of the candidate's professional portfolio

New York Life Insurance Company is the nation's largest mutual life insurance company and one of the largest life insurance companies in the world. New York Life's family of companies offers life insurance, retirement income, investments, long-term care insurance, and disability insurance that help people at all stages of life achieve financial security, delivered through agents and advisors nationwide. New York Life also provides insurance and investment products to the institutional market and operates one of the world's largest global asset managers through New York Life Investments. The company was founded in 1845 and has more than 178 years of experience helping individuals build better futures for themselves and those they love.