Financial Advisor

NYL - RochesterRochester, NY, US

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Job Description

Looking for a talented and driven Financial Professional to join our rapidly growing team in Rochester, NY.

As a Financial Professional, your role will involve offering financial advice and tailored solutions to support clients in reaching their financial goals. If you thrive on interacting with people, possess a business mindset, and derive satisfaction from assisting others, then this opportunity is right for you.

Joining New York Life enables you to leverage these abilities to establish a thriving practice of your own. Moreover, our team is fully committed to your success, providing comprehensive training, knowledge, and assistance to empower you in establishing your practice as a licensed financial professional.

About NYL - Rochester

Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community.

New York Life holds the highest financial strength ratings currently awarded.

With New York Life, you're in business for yourself, not by yourself.

As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including :

Expert training
Supportive management
Extensive sales and marketing support
Backed by over 175 years of experience

Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position.

Compensation :

$90,000 - $120,000 at plan yearly

Responsibilities :

Develop personalized financial plans for clients based on potential life changes and evolving financial requirements

Continuously seek out and engage with new prospects to establish strong, trusted relationships as their dedicated advisor

Gather and analyze each client’s financial information to evaluate their financial status, goals, cash flow, and expectations

Educate clients about how to make the best financial decisions for their family

Deliver outstanding customer service to current clients, meticulously tracking all communications, strategies, and financial advice provided

Assist individuals in implementing various financial recommendations, including life insurance, mutual funds, savings plans, and other financial products tailored to their needs

Qualifications :

Strong interpersonal skills to develop and maintain relationships through effective communication

Superior relationship skills, communication skills, and customer service skills are necessary

Demonstrated business-minded drive with a passion for autonomy in managing your practice

Openness to coaching and continuous learning for professional and personal development

Relevant knowledge of the financial industry, financial products, and best practices is preferred

Sales and finance experience is beneficial but not mandatory

Ability to pass licensing exams

Experience in sales & finance is helpful but not required

About Company

New York Life holds the highest financial strength ratings currently awarded.

With New York Life, you're in business for yourself, not by yourself.

Expert training

Supportive management

Extensive sales and marketing support

Backed by over 175 years of experience

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Financial Advisor • Rochester, NY, US