New York Life is a Fortune 100 company with a long history of helping clients achieve financial security. They are seeking a Financial Advisor to build meaningful relationships with clients and assist them in making informed financial decisions to secure their future.
Responsibilities
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets and overall financial conditions
- Conduct Meeting with Clients
- Client Acquisition
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Skills
- Self disciplined work ethic with the ability to create and maintain your own schedule
- Ability to learn financial products
- Coachable with the ability to work individually and as part of a team
- Goal Oriented
- Excellent verbal communication skills
- Bachelor's (Required)
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Company Overview
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.Company H1B Sponsorship
New York Life has a track record of offering H1B sponsorships, with 19 in 2026, 148 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.