Entry-Level Financial Advisor

We are looking for individuals who want to make a meaningful and lasting impact on the financial well-being of individuals, families, and small businesses. This is a career opportunity for self-motivated professionals who value purpose, growth, and the ability to build long-term client relationships while helping people navigate important financial decisions such as retirement planning, education funding, and wealth management.

As an Advisor, you will be part of a holistic wealth management practice offering comprehensive fee-based financial planning and sophisticated investment solutions through industry-leading partners. You will be positioned to provide trusted guidance and consultative advice while overseeing clients' financial futures. The strength of New York Life's platform allows you to differentiate your practice by offering a broad range of solutions supported by specialized teams and customized planning capabilities.

New York Life provides a comprehensive training and development program that includes mentorship, marketing support, and proven systems to help you build your personal brand and grow a client base organically. This is a performance-based career with the ability to determine your own income through individual results. In 2024, the average income of our financial professionals was $120,555. Full-time agents are eligible for medical, dental, vision, life, disability insurance, and retirement benefits, including a 401(k) with a match and a cash balance pension.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC, a member of FINRA and SIPC. New York Life is an Equal Opportunity Employer.

Ability to Commute:
Roseville, CA 95661

Work Location:

In-Person

$62,500 - $259,000

• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
• Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives

• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Required to effectively network to identify potential new clients
• Relationship management skills are required

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Compensation details: 00 Yearly Salary

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