Licensed financial advisor

Already licensed or experienced in financial services? Your next move shouldn't mean starting over. New York Life is seeking experienced financial professionals who are ready to take the next step in their careers and grow their practices with the resources, support, and strength of a Fortune 100 company. We are particularly interested in professionals with existing experience in insurance, investments, banking, wealth management, financial planning, or related financial services.

Depending on your existing licenses, experience, and qualifications, opportunities may include expanding your practice, pursuing additional credentials and specializations, working toward Financial Advisor eligibility, or exploring future leadership opportunities. This is a business, performance-based career opportunity designed for professionals who want to grow their business, deepen client relationships, and expand the solutions they can provide.

Take Your Practice Further

Experienced professionals joining New York Life have access to training, professional development, product and planning resources, sales and marketing support, and opportunities to develop specialized practices. Depending on qualifications and licensing, career paths may include financial guidance, retirement planning, wealth advisory, business solutions, estate planning, and leadership opportunities.

If you've already built a foundation in financial services and are looking for greater opportunity to grow your practice and career, we'd like to speak with you.

• Build and grow a client-focused financial services practice
• Develop new business through referrals, networking, prospecting, and professional relationships
• Work with individuals, families, and business owners to identify financial goals and needs
• Recommend appropriate insurance and financial solutions based on each client’s objectives
• Develop and maintain long-term client relationships through ongoing service and financial reviews
• Leverage existing industry experience and professional relationships to expand your practice
• Collaborate with specialists and other professionals when appropriate to address more complex client needs
• Participate in ongoing professional development, advanced training, and coaching
• Maintain all required licenses, registrations, and continuing education requirements applicable to your role
• Conduct business in accordance with company policies and applicable regulatory requirements

Previous financial services, insurance, banking, investment, or wealth-management experience preferred. Current Life & Health insurance license preferred. FINRA securities registrations are a plus. Proven ability to develop and maintain client relationships. Experience with prospecting, referrals, networking, or business development. Business mindset and desire to grow an existing or new practice. Strong communication and relationship-management skills. Self-motivated, professional, and accountable. Commitment to continuing education and professional development.