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!
Compensation:$75,000 - $135,000+ yearly
Responsibilities:- 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
- Serve as a collaborative team player willing to further development through continued training opportunities
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
What You’ll Do:
- Proactively build and maintain strong client relationships through networking, referrals, and outreach
- Meet with clients to gather and analyze financial information, goals, and risk tolerance
- Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning
- Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options
- Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals
- Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions
- This role combines relationship-building, strategic thinking, and consultative sales. If you are motivated by helping others while building a rewarding, high-growth career for yourself, this opportunity offers the training, mentorship, and platform to succeed
Qualifications:- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Valid FINRA Series 7 & 63/66 preferred but not required
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
What We’re Looking For
- Excellent interpersonal and communication skills with a genuine client-first mindset
- Business-minded spirit with a strong drive for achievement, growth, and independence
- Strategic thinker with sound judgment, attention to detail, and strong analytical abilities
- Sales, customer service, or financial services experience is a plus — but not required
- Bachelor’s degree in business, finance, marketing, or related field preferred (not mandatory)
- Bilingual abilities are highly valued and a strong advantage
Benefits & Support
We are committed to investing in your long-term success and financial well-being:
- 401(k)
- Pension plan
- Health insurance
- Dental insurance
- Vision insurance
- Flexible schedule
- Full training/coaching, Licensing, and mentorship provided
Compensation Package
This is a performance-based role with strong earning potential, including:
- Commission pay
- Performance bonuses
- Growth-based income opportunities
About CompanyFounded in 1845, New York Life is the largest mutual life insurance company in the U.S. It marked 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.
With over 180 years of strength and stability, New York Life provides the platform. Your ambition determines how far you go.