Our team is rapidly expanding, and we are looking for a skilled & motivated Financial Professional. As a Financial Professional, you will be responsible for providing financial guidance and solutions to help clients achieve their financial goals. If you like working with people, have an entrepreneurial spirit, and genuinely enjoy helping others, you’ve come to the right place. At New York Life, you can take all those skills and use them to build a successful practice of your own. Best of all, our team is fully invested in you. We provide complete training, education, and support—everything you need to build your own practice as a licensed financial professional. Responsibilities: • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Bachelor’s degree in business administration, finance, or related field is required • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Ability to build and maintain relationships with strong communication • Enterprising spirit (desire to be your own boss and run your own practice) • Willingness to be coached and continue to learn • Relevant knowledge of the financial industry, financial products, and best practices is preferred • Experience in sales & finance is helpful but not required Compensation: $90,000 - $120,000 at plan yearly

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