Financial Advisor jobs in United States
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New York Life Insurance Company · 23 hours ago

Financial Advisor

New York Life Insurance Company has been helping individuals secure their financial futures for over 180 years. They are seeking a Financial Advisor who will work closely with clients to provide personalized financial planning and investment services while building long-term relationships.

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H1B Sponsor Likelynote
Hiring Manager
Matthew Quick, CLU®, FSCP®
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Responsibilities

Analyzing financial information
Identifying investment opportunities
Offering tailored financial solutions
Building long-term client relationships
Staying updated on industry trends and regulatory changes

Qualification

Financial PlanningRetirement PlanningFinanceInvestmentsFinancial AdvisoryCFP® CertificationCustomer ServiceRegulationsInterpersonal CommunicationProblem-Solving

Required

Proficiency in Financial Planning and Retirement Planning to analyze client needs and create comprehensive strategies
Strong expertise in Finance and Investments to deliver sound advice and manage financial portfolios effectively
Experience in Financial Advisory services to build trusted client relationships and guide clients toward their financial goals
Exceptional interpersonal communication and customer service skills to foster strong client engagement
Bachelor's degree in Finance, Business, or a related field
Goal-oriented mindset with problem-solving skills and the ability to simplify complex financial concepts for clients

Preferred

professional certifications such as CFP® or similar
Knowledge of industry regulations and compliance requirements

Company

New York Life Insurance Company

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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

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