Experienced Financial Advisor jobs in United States
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New York Life Insurance Company · 14 hours ago

Experienced Financial Advisor

New York Life Insurance Company is a leading financial services provider and the largest mutual life insurance company in the United States. They are seeking an Experienced Financial Advisor to help clients meet their protection and financial needs through a wide range of products including life insurance and investment products. The role offers flexibility to operate independently while receiving support and development opportunities to grow the advisor's practice.

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H1B Sponsor Likelynote

Responsibilities

Offer diverse products and services to help meet clients’ protection and financial needs
Enhance wealth planning practice by becoming a Financial Advisor with investment advisory affiliate
Leverage New York Life’s industry-leading learning platform for continuing education and specialization
Provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, Estate Planning and Business Planning
Utilize sponsored marketing agreements to offer non-proprietary products to clients
Work in one of over 100 offices nationally or in a detached location
Market under the New York Life brand or own business name with a DBA
Access the company’s Advanced Planning Group for large and complex case design and support
Receive product and developmental support from a dedicated team
Participate in peer-to-peer support options, including study groups and mentorship opportunities

Qualification

Financial PlanningInvestment AdvisoryRetirement PlanningWealth AdvisoryEstate PlanningSales SkillsClient Relationship ManagementCommunication Skills

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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Anthony Malloy
Executive Vice President & Chief Investment Officer
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Company data provided by crunchbase