Financial Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

New York Life Insurance Company · 1 day ago

Financial Advisor

New York Life Insurance Company is a longstanding organization dedicated to helping individuals achieve their financial milestones through various services. They are seeking a Financial Advisor to assist clients with personalized financial planning and advisory services, focusing on investments and retirement planning.

FinanceFinancial ServicesInsurance
check
H1B Sponsor Likelynote
Hiring Manager
John "KJ" Balele, ChFC®, WMCP®, CLTC®
linkedin

Responsibilities

Developing tailored strategies for investments, retirement planning, and comprehensive financial management
Analyzing financial situations, monitoring client portfolios, and maintaining strong relationships to meet evolving needs

Qualification

Financial PlanningRetirement PlanningInvestmentsFinancial AdvisoryFINRA LicensesClient Relationship BuildingBachelor's DegreeCommunication SkillsInterpersonal SkillsTeam Collaboration

Required

Expertise in Financial Planning, Finance, and Retirement Planning
Proficiency in Investments and Financial Advisory
Strong communication, interpersonal, and client relationship-building skills
Ability to assess financial needs and provide customized guidance
Relevant licenses, such as FINRA Series 6/7, 63, 65, or 66, and life and health insurance licensing (or willingness to obtain)
Demonstrated ability to work independently and collaboratively in a team environment

Preferred

A bachelor's degree in Business, Finance, Accounting, or a related field

Company

New York Life Insurance Company

twittertwittertwitter
company-logo
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

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