Financial Advisor

Full-Time, Hybrid at San Dimas, CA

This position welcomes both Entry-Level and Experienced applications

New York Life Financial Advisor

At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry.

New York Life is the largest mutual life insurance company in the United States 1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States 2 .

We proudly have more MDRT members than any other company and know what it takes to help you be successful 3 .

What we offer...

Wide ranges of products to address clients’ needs.

With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs.

These products include life insurance, annuities, long-term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division.

You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance.

Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser.

As a New York Life Financial Professional / Advisor, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients.

Flexibility to operate your practice.

With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success.

Additionally, you can choose whether to market under the New York Life brand or a DBA. You have the flexibility at New York Life to do what’s right for your practice.

Support and development opportunities to grow your practice.

New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales.

Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning 4 , Wealth Advisory 5 , Estate Planning and Business Planning.

Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities.

You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top-performing professionals / advisors.

Full Benefits

Benefits for full-time financial professionals / advisors include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension 6 .

1*. Based on revenue as reported by Fortune 500 ranked within Industries, Insurance : Life, Health (Mutual), Fortune magazine, 6 / 5 / 2023.

For methodology, please see https : / / fortune.com / franchise-list-page / fortune-500-methodology-2023 / .

2. Individual Third-Party Rating Reports for financial strength : A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11 / 17 / 2023).

3. New York Life agents / financial professionals have led the Million Dollar Round Table for 69 consecutive years. 1,305 of MDRT members are New York Life professionals.

Source : MDRT, July 2023.

4. Retirement Planning specialization : Must be a Registered Representative with NYLIFE Securities LLC, member FINRA / SIPC, a Licensed Insurance Agency and a New York Life Company.

5. Wealth Advisory specialization : Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company.

Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training.

Requirements are subject to change.

6. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans.

Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents.

In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern.

The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.

Compensation : $130,000 - $150,000

$130,000 - $150,000

Responsibilities :

• Marketing to potential clients and discover clients’ financial needs.
• Build, improve and maintain relationships with current and prospective clients.
• Offer clients professional guidance, develop financial strategies to achieve their financial goals.
• Educate and inform clients about the company’s products and services.

Qualifications :

Requirements and preferences :

• Sales or Financial Service Experience Required.
• Health & Life Insurance License Required.
• Security License Series 6 or 7 and 63 Preferred.
• Bachelor’s degree Preferred.
• Bilingual with Chinese / Korean / Vietnamese preferred.
• If no active license, candidate will qualify for the Financial Professional position.

Skills :

• Highly self-motivated and self-disciplined with the ability to work effectively and independently.
• Good communicator and excellent listening skills, outgoing personality with the ability to develop relationships.
• Positive attitude and willingness to be accountable for results.
• Organized, detail-oriented and excellent time-management skills.

About Company

New York Life is a Fortune 100 company* with a long leading history. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

As a mutual company, we are accountable only to our policyholders instead of outside investors. We are focusing on the long-term success of our clients.

Financial Strength (As of 11 / 17 / 2023)

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

Awards

• Chief Learning Officer : 2023 CLO Learning Elite Gold award
• Human Rights Campaign : 2023 / 2024 Corporate Equality Index
• Forbes 2023 : America’s Best Employers for Diversity
• Seramount : 2023 Best Companies for Multicultural Women

New York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity.