Business Solutions - Insurance & Financial - Northern California Help individuals and families build financial security. Work with business owners - help with succession planning, executive compensation, and employee benefits. Our firm is seeking a Client Financial Advisor to work with individuals and businesses throughout Sonoma and Marin County. In this role, you will meet with clients, understand their financial goals, and help develop strategies that may include insurance protection, retirement planning, and long-term financial guidance. Successful advisors often come from backgrounds in sales, banking, education, hospitality, or business ownership. Comprehensive training, mentorship, and licensing support are provided. Build a professional career while making a meaningful impact in your community. Candidates MUST reside in Northern California. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Job Type: Full-time Benefits: • 401(k) • 401(k) + match • Company Pension • Health insurance & FSA • Dental & Vision insurance • Flexible schedule • Life insurance & Long Term Disability Insurance • Professional development assistance • Tuition reimbursement Responsibilities: • Meet with individuals and families to understand financial goals • Develop financial and protection strategies tailored to clients • Build long-term client relationships • Participate in professional development and training • Grow a network within the Sonoma / Marin community Qualifications: • Candidates MUST Reside in Northern California • Self-motivated and goal-oriented • Interest in financial planning and helping others succeed • Professional experience in sales, business, education, or client service is helpful Compensation: $180,000+ at plan earnings

• Meet with individuals and families to understand financial goals • Develop financial and protection strategies tailored to clients • Build long-term client relationships • Participate in professional development and training • Grow a network within the Sonoma / Marin community