Financial Advisor

Job Description

Job Description

As a Financial Advisor with New York Life, you will build your own practice within the company, advising individuals and businesses on financial strategies and solutions. You will help clients assess their financial goals, recommend appropriate insurance, investment, and retirement products, and guide them toward long-term financial health. You’ll be in business for yourself—but supported by the resources, training, and infrastructure of a Fortune 100 company.

Compensation : $80,000 - $120,000

Responsibilities :

• Meet with clients to understand their financial goals, risk tolerance, income, expenses, assets / liabilities, and life circumstances
• Develop customized financial plans covering investments, retirement, tax strategies, insurance, education funding, estate planning, and cash flow management
• Recommend appropriate financial products (e.g., mutual funds, stocks, bonds, insurance, annuities) in line with client objectives
• Monitor and review client portfolios regularly; make adjustments as needed
• Stay current on market trends, economic conditions, and regulatory changes
• Generate new business through referrals, networking, outreach, and prospecting
• Provide educational seminars, workshops, or content (e.g,. webinars, articles) to clients or prospects
• Prepare financial reports, performance summaries, and periodic reviews
• Ensure compliance with all relevant laws, regulations, licensing, and firm policies
• Collaborate with internal teams (e.g., operations, compliance) to provide seamless client service

Qualifications :

While no direct finance degree is required, successful advisors typically have :

Licensing :

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 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.