Entry-Level Financial Advisor

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

$74,000 - $120,000 at plan earnings

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• A required Bachelor’s degree in business administration, finance, or similarly related field

As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:

• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

A Legacy of Stability & Trust: Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69.

Unwavering Financial Strength: New York Life has received the highest possible financial strength ratings from all major credit agencies:

• A.M. Best: A++
• Fitch Ratings: AAA
• Moody’s: Aaa (or Aa1 in some recent updates)
• Standard & Poor’s: AA+ 

These affirmations highlight the company’s exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.