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Entry-level Financial Professional

New York Life - Washington DC - Virginia Falls Church, VA

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Do you have a desire to make a difference in the lives of clients? Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking an entrepreneurial-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial professional 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!


$65,000 - $95,000 at Plan per year


  • Serve as a trusted partner for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Develop relationships with clients, business owners, and members of the community
  • Determine financial goals, cash flow, income needs, financial status, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment strategies
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs


  • Valid FINRA Series 6 or7 & 63/66 preferred but not required
  • Basic understanding of the role of a financial planner or financial consultant, as well interest in the financial industry and financial products is necessary
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Preferred Bachelor’s degree in business administration, finance, or similarly related field. Work experience can be substituted for a college degree

Traits of our most successful Associates:

  • Passion to help people
  • Integrity
  • Attitude for success
  • Enthusiasm
  • Self-discipline
  • Resilience
  • Goal-Oriented
  • Coachable

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. We have had over 175 years of industry success. Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • #71 on Fortune 100 in 2019
  • Most MDRT2 members in any United States Mutual company 2019

Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) and Comdex score of 100 as of 1/7/2021

New York Life - Washington DC - Virginia


Falls Church, VA


Finance and Insurance

View all jobs at New York Life - Washington DC - Virginia