Talent.com
Financial Advisor
Financial AdvisorNYL - Charlotte • Charlotte, NC, US
Financial Advisor

Financial Advisor

NYL - Charlotte • Charlotte, NC, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Partner With New York Life and Watch Your Career Grow

Are you ready to launch a career —not just another job?

Do you see yourself building a business with unlimited potential, where you can enjoy personal satisfaction, financial rewards, and make a real impact in your community?

If so, it’s time to consider partnering with New York Life Insurance Company as a Financial Advisor .

Your Career Starts with Purpose

Join the New York Life team as a motivated Financial Advisor committed to bettering the lives of others. You’ll help clients pursue financial security and long-term peace of mind using a comprehensive suite of solutions backed by the strength and integrity of a Fortune 100 company.

Why Choose New York Life

As a Financial Advisor, you’ll have the opportunity to :

  • Be your own boss —manage your schedule and create the work / life balance you want.
  • Build your business with the backing of New York Life’s financial strength and trusted reputation.
  • Make a difference by helping families and individuals achieve long-term financial security.
  • Pursue growth through continuous learning and professional development.
  • Customize your career path to align with your personal and financial goals.
  • Earn recognition and rewards for your performance and success.
  • Advance into leadership roles as you develop your career.

Training & Support

You’ll receive comprehensive, industry-leading training through NYLIC University , one of the most respected programs in the financial services field.

We’ll equip you with the skills, tools, and mentorship you need to thrive—whether you’re new to the industry or an experienced professional looking to elevate your career.

Benefits & Rewards

  • Health, Dental, Life, and Disability Insurance
  • 401(k) Plan (after one year) and Pension Plan
  • Continuing Education Reimbursement
  • Support for Professional Designations (CLU®, ChFC®, CFP®, etc.)
  • Performance-based recognition and incentives
  • Compensation :

    $84,000 - $115,000 yearly

    Responsibilities :

  • Conduct educational seminars to provide financial advice tailored to clients' risk tolerance and goals.
  • Use CRM tools to track clients’ financial status, goals, cash flow, and expectations for personalized planning.
  • Develop customized financial plans using company products and services aligned with client needs.
  • Continuously generate prospects through social media and other marketing channels.
  • Build trusted relationships with new clients as their financial advisor.
  • Guide clients on life insurance, mutual funds, savings plans, and related financial products.
  • Qualifications :

  • Life, health, and accident, SIE, 6 or 7, 63, and 65 or 66 licenses required, or the ability to obtain licenses within a designated time frame.
  • Relationship management skills are required.
  • Motivated self-starters are a must.
  • Have a strong business mind and a forward-thinking spirit.
  • Are goal-oriented and resilient.
  • Are passionate about helping others.
  • Value personal development and continuous learning
  • Seek to build a meaningful career with long-term potential.
  • Integrity and strong communication skills.
  • Organized, detail-oriented, and excellent time management skills.
  • Strong sales and leadership skills.
  • NORTH AND SOUTH CAROLINA RESIDENTS ONLY.
  • This is not a remote position.
  • About Company

    New York Life is a Fortune 100 company created in 1845 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 the long-term success of clients.

    New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies : A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world.

    1-Source : 3rd Party Ratings Reports as 11 / 17 / 23.

    2- SOURCE : MDRT 7 / 2023.

    Create a job alert for this search

    Financial Advisor • Charlotte, NC, US

    Related jobs
    Financial Advisor - PNC Investments

    Financial Advisor - PNC Investments

    PNC • Charlotte, NC, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    First National Bank of Pennsylvania • Charlotte, NC, United States
    Full-time
    Make a difference - for us and for your future.Market Executive - Wealth Management.This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assi...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    US Bank • Charlotte, NC, US
    Full-time
    Whether you're a financial advisor, financial analyst, private banker or portfolio manager, you and your team will work together to provide a personalized wealth planning experience and help your c...Show more
    Last updated: 22 hours ago • Promoted • New!
    Certified Financial Advisor

    Certified Financial Advisor

    Vanguard • Charlotte, NC, US
    Full-time
    Join Vanguard as a Certified Financial Planner in Charlotte, NC.Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...Show more
    Last updated: 30+ days ago • Promoted
    Holistic Financial Advisor

    Holistic Financial Advisor

    Stone Press Financial Group • Charlotte, NC, US
    Full-time
    Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team.You will spend your day talking to clients about their financial objectives and risk tolerance...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor Business Developer

    Financial Advisor Business Developer

    MBC Talent Connections • Charlotte, NC, US
    Full-time
    Financial Advisor Business Developer.Up to $100,000 base + performance-based incentives + equity opportunities.Our client is a high-growth, forward-thinking financial services firm focused on empow...Show more
    Last updated: 15 days ago • Promoted
    PWM Private Wealth Advisor

    PWM Private Wealth Advisor

    U.S. Bancorp • Charlotte, NC, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
    Last updated: 30+ days ago • Promoted
    New York Licensed Financial Advisor

    New York Licensed Financial Advisor

    VirtualVocations • Charlotte, North Carolina, United States
    Full-time
    A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Deliver personalized financial advice, including eq...Show more
    Last updated: 15 days ago • Promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Charles Schwab • CHARLOTTE, NC, United States
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry toge...Show more
    Last updated: 15 days ago • Promoted
    Financial Advisor | Financial Planning

    Financial Advisor | Financial Planning

    CAPTRUST • Charlotte, NC, US
    Full-time
    CAPTRUST is seeking a results-driven.The successful candidate will join an established team, delivering independent advice and tailored solutions to clients. Collect and organize the necessary data ...Show more
    Last updated: 9 days ago • Promoted
    Lead Financial Advisor

    Lead Financial Advisor

    VirtualVocations • Charlotte, North Carolina, United States
    Full-time
    A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Deliver personalized financial advice, including eq...Show more
    Last updated: 15 days ago • Promoted
    Advisor Financial Aid

    Advisor Financial Aid

    Universal Technical Institute • Mooresville, NC, United States
    Full-time
    Job Locations US-NC-Mooresville ID 2025-9036 Type REG - Regular Employee .Are you passionate about helping...Show more
    Last updated: 21 days ago • Promoted
    Financial Advisor Series 7 / 65 or 66

    Financial Advisor Series 7 / 65 or 66

    San Blas Securities • Charlotte, NC, US
    Full-time
    San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    MassMutual • Charlotte, NC, US
    Full-time
    The Pelora Group, a MassMutual firm is a leading mutual life insurance company that has been helping individuals and families secure their financial futures for over 160 years.Our commitment to int...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    MAI Wealth Management, Inc. • Charlotte, NC, US
    Full-time
    The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients.This role is responsible for delivering a world-class client experience through personalize...Show more
    Last updated: 4 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Prime Capital Financial • Charlotte, NC, US
    Full-time
    Our firm’s mission is to inspire people to achieve their life’s ambitions.Each day is an opportunity to have a real impact on the lives of clients and colleagues.We are proud to have cr...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce • 28034 Dallas, NC, US
    Full-time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...Show more
    Last updated: 30+ days ago • Promoted
    Managing Director - Financial Advisor

    Managing Director - Financial Advisor

    Stone Press Financial Group • Charlotte, NC, US
    Full-time
    The Managing Director’s primary responsibility will be growing Stone Press Financial Group’s Career.Distribution, with an emphasis on selling life insurance, both personally and by recr...Show more
    Last updated: 30+ days ago • Promoted