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New York Life Insurance Company · 3 days ago

Financial Professional (with accelerated path to Management) HONOLULU, HAWAII

Honolulu, HI

Full-time

Hybrid

Entry, Mid Level

$80K/yr - $150K/yr

1+ years exp

New York Life Insurance Company has been helping people put love into action for over 175 years. They are seeking a Financial Services Professional responsible for providing comprehensive financial planning and assisting clients with retirement planning.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Providing comprehensive financial planning

Assisting with retirement planning

Delivering exceptional financial services to clients

Meeting with clients

Developing tailored financial plans

Offering strategic advice to help clients meet their financial goals

Effective communication and relationship-building with clients

Qualification

Financial PlanningRetirement PlanningFinance ProficiencyAnalytical SkillsCFP CertificationFinancial Services ExperienceCommunication SkillsTeamwork

Required

Financial Planning and Retirement Planning skills

Proficiency in Finance and Financial Services

Excellent Communication skills

Strong analytical and problem-solving skills

Ability to work independently and as part of a team

Preferred

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

Bachelor's degree is desirable

Financial concepts: 1 year (Preferred)

Location: Honolulu, HI 96813 (Preferred)

Ability to Commute: Honolulu, HI 96813 (Preferred)

Benefits

401(k)

Dental insurance

Financial planning services

Flexible schedule

Health insurance

Paid time off

Paid training

Retirement plan

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)