Financial Professional; Accelerated path to Management Honolulu, HAWAII

For over 175 years, New York Life Insurance Company has been helping people put love into action. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are dedicated to improving local communities through a culture of giving and volunteerism, supported by the New York Life Foundation. New York Life values development, career growth, collaboration, innovation, and diversity & inclusion, offering various resources and programs for personal and professional growth.

We are an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity.

This is a full-time hybrid role for a Financial Services Professional located in Honolulu, HI, with some work-from-home flexibility. The Financial Services Professional will be responsible for providing comprehensive financial planning, assisting with retirement planning, and delivering exceptional financial services to clients. Daily tasks include meeting with clients, developing tailored financial plans, and offering strategic advice to help clients meet their financial goals.

Effective communication and relationship-building with clients are also key components of this role.

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions:

• Do you have sales or managerial experience in another industry?
• Have you previously run your own business?
• Do you have an MBA or other equivalent degree?
• If so, the Accelerated Path to Management Program may be right for you.

In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements before transitioning into a management role.

You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.

• Financial Planning and Retirement Planning skills
• Proficiency in Finance and Financial Services
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Business, or related field preferred
• Relevant certifications such as CFP® are a plus
• Experience in the financial services industry preferred

• Prior experience in sales or financial services is preferred, but NOT required
• Knowledge of estate planning, tax laws, corporate accounting, securities law, wills trusts estate law, financial planning, financial concepts, and wealth management is beneficial
• Strong analytical skills with the ability to interpret complex financial information
• Excellent communication and interpersonal skills to effectively interact with clients
• Bachelor's degree is desirable

Job Types: Full-time, Internship

Pay: $80,000.00 - $ per year

• 401(k)
• Financial planning services
• Health insurance
• Paid time off
• Paid training

Compensation Package:

• Bonus opportunities

Location:

Honolulu, HI