New York Life Insurance Company · 10 hours ago
Financial Professional/ Accelerated Path to Managment
New York Life Insurance Company has been helping individuals and families for over 175 years by upholding the highest standards of transparency, integrity, and objectivity. The Financial Professional/Accelerated Path to Management role involves financial planning, building client relationships, and providing tailored financial solutions to meet clients' needs.
Responsibilities
Financial planning
Building client relationships
Providing tailored financial solutions to meet clients' needs
Analyzing financial data
Preparing reports
Collaborating with team members to achieve individual and team goals
Qualification
Required
Strong knowledge of Financial Planning, Finance, and related concepts
Proficiency in Analytical Skills and Financial Reporting
Excellent Communication skills to interact effectively with clients and team members
Dedication to continuous learning and professional growth
Self-motivation with the ability to work independently and in a hybrid work environment
Preferred
Bachelor's degree in Finance, Business Administration, Economics, or a related field
Experience in the financial services sector or in client-facing roles
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