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.
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
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
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 StageLeadership Team
Recent News
2026-01-13
2026-01-05
Insurance News in the United States
2025-12-13
Company data provided by crunchbase