We are seeking self-driven individuals willing to take opportunities to do different things and run their own business. The Financial Advisor has opportunities to step into a client’s life and help clients achieve their financial goals through a variety of ways to create a success plan. If you are ambitious, motivated by helping others while building your unlimited high-growth career for yourself, aiming for professional training/coaching, and a platform to succeed, this opportunity is a good fit for you. Responsibilities: • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Serve as a collaborative team player willing to further development through continued training opportunities • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions 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: • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is 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 Compensation: $75,000 - $135,000+ yearly

• 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