Financial Services Advisor

Company Profile

Our mission is to provide financial security and peace of mind through our insurance, annuity and investment products and services. We act with integrity and humanity in all our interactions with our policy owners, business partners and one other. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and over commitment to do the right thing in business and society. Everything we do has one overriding purpose: To be here when our policy owners need us.

Job Description

We are seeking a Financial Services Advisor to join our team! Financial Advisors help clients identify and achieve their financial goals. New York Life offers a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base


• Bachelor's Degree preferred
• Previous experience in banking, financing, or other related fields
• Highly motivated and self-disciplined to work with peers or individually
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• Obtain state insurance licenses with required lines of authority (life, health & variable contracts) prior to the sale of insurance products and obtain and maintain Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.

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