Licensed Financial Advisor

New York Life - Kansas City

Licensed Financial Advisor

Kansas City, MO
Full Time
Paid
  • Responsibilities

    New York Life, a Fortune 69 company, is seeking a licensed Financial Advisor to join our team. This is a performance-based career opportunity designed for individuals who are driven, disciplined, and possess a servant-leadership mentality. As a Financial Advisor, you’ll have the chance to build lasting relationships, provide trusted financial guidance, and make a meaningful impact in the lives of families, individuals, and businesses. We provide world-class training, support, and resources to help you achieve your goals while serving others. This career offers unlimited income potential for those who are committed, self-motivated, and aligned with our mission of helping people achieve financial security and peace of mind. If you are looking for a rewarding career where your success is directly tied to your effort and dedication, we want to talk with you. Responsibilities: • Build and maintain long-term relationships with individuals, families, and businesses to provide tailored financial strategies. • Conduct client needs assessments to help identify goals in areas such as retirement, investments, business planning, and estate planning. • Educate clients on insurance, investment, and retirement solutions offered by New York Life and its affiliates. • Develop and implement customized strategies that help clients achieve financial security and peace of mind. • Proactively prospect and network to grow your client base within the community. • Maintain a high level of ethics, professionalism, and compliance with industry standards and company policies. • Continuously develop knowledge and expertise through ongoing training and professional development. Qualifications: • Bachelor’s degree preferred, but not required — strong consideration given to proven sales, leadership, or business-minded experience. • Life and Health Insurance License (must be obtained prior to starting). • Ability and willingness to pursue required securities registrations: • Path 1: SIE + Series 6 63 • Path 2: SIE + Series 7 66 • Strong communication and relationship-building skills with a servant-leadership mindset. • Driven, disciplined, and highly motivated by performance-based rewards. • Ability to work independently while also thriving within a team-oriented culture. • Commitment to personal integrity, professional growth, and community impact. Compensation: $75,000 - $105,000 yearly

    • Build and maintain long-term relationships with individuals, families, and businesses to provide tailored financial strategies. • Conduct client needs assessments to help identify goals in areas such as retirement, investments, business planning, and estate planning. • Educate clients on insurance, investment, and retirement solutions offered by New York Life and its affiliates. • Develop and implement customized strategies that help clients achieve financial security and peace of mind. • Proactively prospect and network to grow your client base within the community. • Maintain a high level of ethics, professionalism, and compliance with industry standards and company policies. • Continuously develop knowledge and expertise through ongoing training and professional development.

  • Compensation
    $75,000-$105,000 per year