Financial Planner

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 have great communication skills and an eye for detail, apply today!

$77,000 - $91,000 at plan earnings

Please note that this is a full-time sales position!

• Build and maintain client relationships by providing personalized financial advice and solutions
• Gather and assess clients’ financial information, goals, and risk tolerance
• Develop custom strategies for retirement, education savings, wealth protection, and estate planning
• Recommend a wide range of products, including life insurance, annuities, mutual funds, and more
• Guide clients through plan execution and conduct regular reviews to adapt strategies as needed
• Collaborate with other New York Life professionals to deliver holistic solutions

• Excellent interpersonal and communication skills with a client-first mindset
• Business-minded spirit with a strong drive for success and independence
• Strategic thinker with sound judgment, attention to detail, and analytical skills
• Background in sales, customer service, or financial services is helpful but not required
• A bachelor’s degree in business, finance, or marketing is preferred but not mandatory
• Bilingual abilities are a strong plus
• Must be willing to obtain a state Life & Health insurance license (training and sponsorship provided)

Benefits:

• 401(k)
• Pension plan
• Dental insurance
• Flexible schedule
• Health insurance
• Licensing sponsors
• Vision insurance

Compensation Package:

• Bonus opportunities
• Commission pay

Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. and will proudly celebrate its 180th anniversary in 2025.

As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service.

We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors.

Benefits:

• 401(k) and pension plan
• Medical, dental, & vision health coverage
• Life & disability insurance
• Bonuses & incentives