Experienced Financial Professional jobs in United States
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New York Life Insurance Company · 4 hours ago

Experienced Financial Professional

New York Life Insurance Company is a leader in the financial services industry, known for its strong financial strength ratings. The role of an Experienced Financial Professional involves growing a personal practice with the support of a well-established company, offering a range of financial products and services to clients.

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H1B Sponsor Likelynote

Responsibilities

Grow your practice with the backing of a Fortune 100 company
Offer diverse products and services to help meet clients’ protection and financial needs
Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate
Provide support for large and complex case design and support for clients
Leverage New York Life’s industry-leading learning platform for continuing education and specialization
Specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, Estate Planning and Business Planning
Participate in strong peer-to-peer support options, including study groups and mentorship opportunities
Drive your own income with commission-based compensation

Qualification

Financial GuidanceRetirement PlanningWealth AdvisoryEstate PlanningBusiness PlanningLife InsuranceAnnuitiesDisability InsuranceInvestment ProductsSales SkillsClient Relationship ManagementCommunication SkillsTeam CollaborationProblem Solving

Required

Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company
Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company
Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training

Benefits

Medical
Dental
Vision
A 401(k)
Pension

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Deepa Soni
Executive Vice President and Chief Information Officer
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Company data provided by crunchbase