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New York Life Insurance Company · 2 days ago

Financial Advisor

Frisco, TX

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $230K/yr

New York Life Insurance Company is seeking a Financial Advisor who is eager to enter the financial services industry. The role focuses on building long-term relationships with clients and developing tailored financial strategies to help them achieve their financial goals.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Determine cash flow, income to debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives

Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Embrace the role of a coachable team player open to continued education and training from other team members

Create customized financial plans for each client based on life stage, professional circumstances, and financial needs

Understand the economic markets and use resources to leverage your expertise

Be there in times of need when clients need us most

Qualification

FINRA Series 7/6Financial planning softwareMicrosoft OfficeCRM systemsMath skillsPassion to help peopleEnthusiasmSelf-disciplineResilienceCommunication skillsRelationship buildingIntegrityGoal-Oriented

Required

A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

Basic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is needed

Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients

Preferred

FINRA Series 7/6, SIE, and 63/66 preferred but not required

Bachelor's degree in business administration, finance, or similarly related field desired but not required

Traits of our most successful Associates: Passion to help people, Integrity, A successful track record, Enthusiasm, Self-discipline, Resilience, Goal-Oriented

Benefits

401(k)

Dental insurance

Employee discount

Flexible schedule

Flexible spending account

Health insurance

Health savings account

Life insurance

Professional development assistance

Referral program

Retirement plan

Vision insurance

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)