New York Life Insurance Company · 10 hours ago
Financial Advisor
Sandy, UT
Full-time
Onsite
Mid LevelNew York Life Insurance Company has been helping individuals and families achieve their financial milestones for over 180 years. They are seeking a Financial Advisor to work closely with clients, offering tailored financial planning and investment strategies.
FinanceFinancial ServicesInsurance
Hiring Manager
Chelsie Guido
Responsibilities
Developing personalized financial plans
Advising clients on investment opportunities
Helping them achieve retirement goals
Staying updated on market trends to provide informed recommendations
Building and maintaining strong client relationships
Delivering exceptional service to meet their evolving financial needs
Qualification
Required
Proficiency in Financial Planning and Retirement Planning to create personalized and effective financial strategies for clients
Strong knowledge of Finance and Investments to analyze market trends and provide informed advisory services
Expertise in Financial Advisory to assist clients in managing their financial portfolios and making prudent decisions
Excellent communication and interpersonal skills to build and maintain long-lasting client relationships
A strong work ethic, commitment to professional development, and a client-centered mindset
Knowledge of regulatory compliance and ability to navigate financial laws and standards effectively
Preferred
Bachelor's degree in Finance, Accounting, Economics, or a related field preferred
Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are advantageous
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
10001+ employees
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
Don Vu
Senior Vice President, Chief Data & Analytics Officer
Deepa Soni
Executive Vice President and Chief Information Officer
Recent News
2026-01-13
2026-01-05
Insurance News in the United States
2025-12-13
Company data provided by crunchbase