Financial Advisor jobs in United States
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New York Life Insurance Company · 2 hours ago

Financial Advisor

New York Life Insurance Company is a long-standing organization that provides insurance and investment solutions. They are seeking a Financial Advisor who will assist clients in evaluating financial strategies and maintaining relationships while adhering to ethical standards.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Gathering and analyzing client information
Discussing insurance and investment solutions
Maintaining ongoing client relationships as circumstances evolve

Qualification

FINRA registrationsInsurance knowledgeInvestment knowledgeClient-facing experienceCommunication skillsBachelor’s degreeTeam collaboration

Required

Interest or experience in financial services or client-facing roles
Knowledge of or exposure to investments, insurance, and retirement-related solutions
Strong communication and interpersonal skills
Ability to assess client needs and explain financial concepts clearly
FINRA registrations (Series 6 or 7, 63, 65, or 66) and life and health insurance licenses, or willingness to obtain
Ability to work independently and collaboratively within a team

Preferred

Bachelor's degree in Business, Finance, Accounting, or a related field preferred

Benefits

Comprehensive benefits, including medical, dental, and vision (eligibility based on role and tenure)
Retirement programs, including 401(k) options and pension eligibility (as applicable)
Training, licensing support, and ongoing mentorship
Professional development resources and firm support

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