Financial Advisor

NYL - Charlotte

Financial Advisor

Charlotte, NC
Full Time
Paid
  • Responsibilities

    New York Life Insurance Company is seeking a Financial Advisor who is interested in building a long-term career in financial services—not just a job. This opportunity is ideal for individuals who want to develop their own business, earn performance-based income, and make a meaningful impact by helping clients work toward financial security and long-term goals. As a Financial Advisor, you will partner with clients to provide guidance and financial solutions backed by the strength and stability of a Fortune 100 company. A Career Opportunity with Purpose As a Financial Advisor with New York Life, you will: • Help individuals, families, and businesses pursue financial confidence and peace of mind • Build and manage your own client base with the support of a well-established organization • Deliver financial guidance using a broad range of company-approved products and services • Grow your career with structured training, mentorship, and ongoing professional development Why Choose New York Life As a Financial Advisor, you’ll have the opportunity to: • Be your own boss —manage your schedule and create the work/life balance you want. • Build your career with the backing of New York Life’s financial strength and trusted reputation. • Make a difference by helping families and individuals achieve long-term financial security. • Pursue growth through continuous learning and professional development. • Customize your career path to align with your personal and financial goals. • Earn recognition and rewards for your performance and success. • Advance into leadership roles as you develop your career. Training & Support You’ll receive comprehensive, industry-leading training through NYLIC University , one of the most respected programs in the financial services field. We’ll equip you with the skills, tools, and mentorship you need to thrive—whether you’re new to the industry or an experienced professional looking to elevate your career. Benefits & RewardsHealth, Dental, Life, and Disability Insurance401(k) Plan (after one year) and Pension PlanContinuing Education ReimbursementSupport for Professional Designations (CLU, ChFC, CFP, etc.) • Performance-based recognition and incentives Responsibilities: • Conduct educational seminars and client meetings to provide financial guidance aligned with individual risk tolerance and long-term goals • Utilize CRM tools to track client financial profiles, including goals, cash flow, expectations, and progress for personalized planning • Develop customized financial plans using company-approved products and services to meet client needs • Generate new prospects consistently through social media, referrals, networking, and marketing initiatives • Establish and maintain trusted, long-term relationships by serving as a primary financial advisor to clients • Educate and guide clients on life insurance, mutual funds, savings strategies, and related financial products Qualifications: • Life, health, and accident, SIE, 6 or 7, 63, and 65 or 66 licenses required, or the ability to obtain licenses within a designated time frame • Relationship management skills are required • Motivated self-starters are a must • Have a strong business mind and a forward-thinking spirit • Are goal-oriented and resilient • Are passionate about helping others • Value personal development and continuous learning • Seek to build a meaningful career with long-term potential • Integrity and strong communication skills • Organized, detail-oriented, and excellent time management skills • Strong sales and leadership skills • NORTH AND SOUTH CAROLINA RESIDENTS ONLYThis is not a remote position Compensation: $84,000 - $115,000 yearly

    • Conduct educational seminars and client meetings to provide financial guidance aligned with individual risk tolerance and long-term goals • Utilize CRM tools to track client financial profiles, including goals, cash flow, expectations, and progress for personalized planning • Develop customized financial plans using company-approved products and services to meet client needs • Generate new prospects consistently through social media, referrals, networking, and marketing initiatives • Establish and maintain trusted, long-term relationships by serving as a primary financial advisor to clients • Educate and guide clients on life insurance, mutual funds, savings strategies, and related financial products

  • Compensation
    $84,000-$115,000 per year