At New York Life, we’re more than a Fortune 100 company with a rich legacy spanning over 175 years—we’re a community dedicated to helping individuals achieve financial security and peace of mind. As a Financial Advisor, you'll play a pivotal role in this mission by crafting personalized strategies that empower clients to reach their financial goals. You'll thrive in an environment that values integrity and humanity, fostering long-term relationships with policyholders and partners alike. Our culture is built on confidence and humility, ensuring we serve as reliable stewards for generations to come. In this role, you’ll leverage your exceptional listening skills to develop analytics-based strategies tailored to each client's unique needs. Your passion for financial services, coupled with your keen eye for detail, will be instrumental in guiding clients through estate planning, investment solutions, and more. We’re looking for someone who communicates effectively and builds lasting relationships. Joining us means becoming part of a company committed to innovation, employee growth, and an inclusive culture that promotes work-life balance. Apply today and start making a meaningful impact with New York Life. Compensation- Average monthly income for 1st year advisors in 2024 = $9,851 Responsibilities: • 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 • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products • Ability to communicate complex concepts clearly and effectively, fostering trust and understanding with clients. • Proven track record of building and maintaining strong client relationships • Strong analytical skills to assess clients' financial information • Commitment to continuous learning and professional development, embracing training opportunities to enhance skills and knowledge. • Demonstrated ability to work collaboratively within a team, contributing to a supportive and growth-oriented environment

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