Join us at New York Life Insurance Company/NYLIFE Securities, where you'll play a pivotal role in shaping the financial futures of individuals, families, and small businesses.

As a Financial Consultant, you'll be empowered to provide clear, actionable advice that builds trust and confidence with clients. We value your eagerness to learn and grow in the financial services industry, helping you develop the skills necessary for effective wealth management.

At our company, you'll find a collaborative environment, competitive pay, and comprehensive benefits that support your career advancement and personal growth. Embrace the opportunity to make a meaningful impact today by applying to be a part of our team.

$85,000 - $120,000 yearly

• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Serve as a collaborative team player willing to further development through continued training opportunities
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

New York Life Insurance Company/NYLIFE Securities is a large business in New York, NY. We are professionals, and our goal is to make a lasting impact on the financial well-being of individuals, families, and small businesses.