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New York Life Insurance Company · 4 hours ago

Financial Professional

Pittsburgh, PA

Full-time

Hybrid

Entry, Mid Level

New York Life Insurance Company has been helping individuals and families achieve financial security for over 175 years. They are seeking a Financial Professional to assist clients with financial planning, manage financial strategies, and build long-term relationships while ensuring regulatory compliance.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Assisting clients with financial planning

Managing financial strategies

Analyzing data

Preparing financial reports

Delivering effective communication to provide guidance and build long-term relationships with clients

Building tailored solutions to meet client needs

Supporting client financial goals

Ensuring regulatory compliance in all activities

Qualification

Financial PlanningAnalytical SkillsFinancial ReportingRegulatory ComplianceCFP CertificationCommunication SkillsTeam CollaborationIndependent Work

Required

Strong skills in Financial Planning and Finance to create and manage strategies for diverse client needs

Proficiency in Analytical Skills and Financial Reporting to assess and interpret financial data

Excellent Communication skills to build trust and effectively consult with clients

Ability to maintain regulatory compliance and an ethical approach in all professional dealings

Proven ability to work independently and collaboratively within both in-office and remote environments

Preferred

Bachelor's degree in Finance, Economics, Business, or a related field is preferred

Relevant certifications such as CFP or willingness to obtain them are highly valued

Company

New York Life Insurance Company

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

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

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)