Join New York Life as a Financial Advisor and be part of a Fortune 100 company with a strong legacy of supporting individuals and families. For over 179 years, we've dedicated ourselves to helping people achieve their financial goals. As a mutual company, our commitment is to our policyholders, which empowers us to focus on long-term client success without external pressures. Here, you'll find a culture that values innovation and employee growth, offering flexible work arrangements, competitive pay, and a collaborative environment. Our team thrives on the diverse perspectives and voices that contribute to our shared mission. Step into a role that not only supports your professional development but also impacts the lives of those you serve. Responsibilities: • Meet with clients to understand their financial goals, risk tolerance, income, expenses, assets/liabilities, and life circumstances • Develop customized financial plans covering investments, retirement, tax strategies, insurance, education funding, estate planning, and cash flow management • Recommend appropriate financial products (e.g., mutual funds, stocks, bonds, insurance, annuities) in line with client objectives • Monitor and review client portfolios regularly; make adjustments as needed • Stay current on market trends, economic conditions, and regulatory changes • Generate new business through referrals, networking, outreach, and prospecting • Provide educational seminars, workshops, or content (e.g,. webinars, articles) to clients or prospects • Prepare financial reports, performance summaries, and periodic reviews • Ensure compliance with all relevant laws, regulations, licensing, and firm policies • Collaborate with internal teams (e.g., operations, compliance) to provide seamless client service Qualifications: While no direct finance degree is required, successful advisors typically have: • Business mindset • Self-discipline and goal orientation Licensing : • State Life & Health Insurance License (required before selling insurance) • FINRA Series 6/7 and 63/66 (required for investment products) – often sponsored by New York Life • Deep knowledge of investments, insurance, retirement, tax, estate planning strategies, and risk management • Excellent interpersonal, communication, and presentation skills Compensation: $80,000 - $120,000

• Meet with clients to understand their financial goals, risk tolerance, income, expenses, assets/liabilities, and life circumstances • Develop customized financial plans covering investments, retirement, tax strategies, insurance, education funding, estate planning, and cash flow management • Recommend appropriate financial products (e.g., mutual funds, stocks, bonds, insurance, annuities) in line with client objectives • Monitor and review client portfolios regularly; make adjustments as needed • Stay current on market trends, economic conditions, and regulatory changes • Generate new business through referrals, networking, outreach, and prospecting • Provide educational seminars, workshops, or content (e.g,. webinars, articles) to clients or prospects • Prepare financial reports, performance summaries, and periodic reviews • Ensure compliance with all relevant laws, regulations, licensing, and firm policies • Collaborate with internal teams (e.g., operations, compliance) to provide seamless client service