×
Register Here to Apply for Jobs or Post Jobs. X

EntryLevel Financial Advisor

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: NYL Nassau-Suffolk Region
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 75000 - 100000 USD Yearly USD 75000.00 100000.00 YEAR
Job Description & How to Apply Below

Overview

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. 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 our commitment to do the right thing in business and society.

Responsibilities
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.
  • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances.
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM.
  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
  • New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds.
  • Qualifications
    • Must possess uncompromising integrity and the ability to communicate complex ideas.
    • Relationship management skills are required.
    • Must have the ability to successfully network and prospect for new clients.
    • Highly self-motivated and self-disciplined with the ability to work effectively and independently.
    • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others.
    • Fearless, positive attitude, and willingness to be accountable for results.
    • Organized, detail-oriented, and excellent time-management skills.
    • The desire for continuous learning.
    • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner.
    Compensation

    $75,000–$100,000 per year.

    Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance.

    #J-18808-Ljbffr
    To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
    (If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
     
     
     
    Search for further Jobs Here:
    (Try combinations for better Results! Or enter less keywords for broader Results)
    Location
    Increase/decrease your Search Radius (miles)

    Job Posting Language
    Employment Category
    Education (minimum level)
    Filters
    Education Level
    Experience Level (years)
    Posted in last:
    Salary