<h3>Job Description</h3>
Job DescriptionDescription:
Financial Planner- Certified Financial Planner® certification required.
 
Why Join Marshall+Sterling?
 As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do.
Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. 
At Marshall+Sterling, you’re not just joining a company — you’re joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
 
We’re looking for a certified, dynamic and client-focused Financial Planning Professional to support our advisors in delivering tailored financial solutions. In this role, you’ll play a vital part in developing customized financial plans, analyzing data, and collaborating with advisors to ensure top-tier client service.
<ul>
<li>Work closely with clients to develop and implement comprehensive financial plans, investment analysis, retirement, tax planning, and more.</li>
<li>Assist advisors by preparing for client meetings, developing customized financial plans, and presenting them to both the advisor and client.</li>
<li>Stay informed on financial planning trends and industry best practices.</li>
<li>Keep up with industry trends and break down complex financial planning concepts into practical, easy-to-understand strategies for clients.</li>
<li>Partner with fellow employee-owners to create a supportive, team-oriented environment that enhances the client experience.</li>
<li>Discover new planning opportunities, including high-net-worth and tax-focused strategies.</li>
</ul>
Requirements:
<ul>
<li>Bachelor’s degree in Business, Finance, Economics, Psychology, or related experience. 3+ years of experience in financial services, specializing in financial planning.</li>
<li>CFP® certification required.</li>
<li>Strong knowledge of retirement strategies, wealth management, and risk assessment.</li>
<li>Proficiency in Microsoft Office, CRM platforms (preferably Redtail), and financial planning software (E-Money, Holistiplan).</li>
</ul>
 
Total Rewards Package: 
 
Compensation: $65,000 - $80,000 annually, based on experience and certification.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! 
 
Employee Stock Ownership Program
 
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable:
<ul>
<li>Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.</li>
<li>Collaborative &amp; Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.</li>
<li>No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.</li>
</ul>
For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling
 
MS25 and LNK

Financial Planner

<h3>Job Description</h3>
Job Description
Rockstar is recruiting for an independent investment management firm that provides high-level financial and retirement planning, wealth management, tax strategies, protection, and legacy planning to high-net-worth individuals. Our client is a Registered Investment Advisor (RIA) managing over $275 million in assets, catering to business owners, executives, professionals, and independent women with over $1 million in savings. They bring expertise in fiduciary services, helping clients achieve lasting financial well-being.
The core purpose of the Financial Planner role is to provide in-depth and detailed planning to the firm’s Financial Advisors and to assist in client acquisition, plan creation for clients, and demonstrate the value of our comprehensive planning strategies for income, investing, tax, protection, and legacy.
Outcome: Delivering Financial Planning Excellence 
1. Analyzing current plans for prospective clients 
2. Preparing plans for new clients
3. Demonstrating the value of financial planning strategies
4. Calculating the value of tax-savvy solutions 
5. Preparing presentation materials for Financial Advisors to communicate planning strategies
This workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients. 
Skills and experience needed:
• Experience in an area such as Finance, Accounting, Tax, Business, Economics, or a related ﬁeld
• 2+ years of relevant financial planning experience in a ﬁnancial industry
• CFP or CPA designation would be beneficial, or have a desire to obtain one 
• Proﬁciency in Microsoft Excel 
• Ability to analytically problem-solve around planning strategies &amp; opportunities in tax, cash-flow, and investing
• Deliver with thoroughness, accuracy, timeliness, and confidentiality 
• Strong communication skills (written &amp; verbal) to work collaboratively with a team and with advisors.
Duties and Responsibilities include:
• Interpret and review client ﬁnancial statements to pull the relevant information needed for evaluating current issues and opportunities
• Organize information, build personal financial statements, and cash flow models
• Build scenarios in financial planning software to evaluate, compare, and present planning techniques
· Be able to follow direction and processes for gathering &amp; analyzing data
· Be comfortable around analyzing investment holdings &amp; performance evaluation
· A desire to follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies 
· Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies 
· Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant materials
Salary: 
• $100,000 - $150,000 based on level of experience
Benefits: 
• 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year
• High Deductible Health Plan is available
• Automatic 3% contribution to 401k after 6 months of employment 
Hours: 
• Monday-Friday, 9am-5pm (in office)

<h3>Job Description</h3>
Job Description
Job Title: Remote Financial Planner
Hourly Pay: $30 - $40/hour
Summary:
 We are seeking a detail-oriented and client-focused Financial Planner to join our work from home team. As a Financial Planner, you will help clients achieve their financial goals by developing personalized financial plans, advising on investments, insurance, retirement planning, and estate management. If you have strong financial knowledge and a passion for helping people plan for their future, this role is for you.
Job Responsibilities
 
<ul>
<li>Develop personalized financial plans for clients based on their goals, income, and risk tolerance</li>
<li>Advise clients on investment strategies, retirement planning, insurance needs, and tax planning</li>
<li>Review and update client financial plans regularly to reflect changing financial circumstances</li>
<li>Assist clients in understanding their financial options and make recommendations to meet their long-term objectives</li>
<li>Monitor clients' investments and ensure their portfolios are aligned with their goals</li>
<li>Provide ongoing support and answer clients' questions about their financial situation and strategies</li>
<li>Stay updated on financial products, tax laws, and market trends to provide informed advice</li>
</ul>
Qualifications
 
<ul>
<li>Proven experience as a Financial Planner or in a similar financial advisory role</li>
<li>Strong knowledge of financial planning, investment strategies, tax laws, and retirement planning</li>
<li>
Excellent communication, interpersonal, and problem-solving skills
</li>
<li>Ability to work independently and remotely while managing client relationships</li>
<li>
Strong proficiency with financial planning software and tools
</li>
<li>Must have reliable internet and a quiet, dedicated workspace</li>
</ul>
Perks &amp; Benefits
 
<ul>
<li>
100% remote work flexibility
</li>
<li>
Competitive hourly pay: $30 - $40
</li>
<li>
Paid training and ongoing professional development opportunities
</li>
<li>
Flexible working hours, including evening and weekend shifts
</li>
<li>
Career growth opportunities in the financial planning industry
</li>
<li>
A supportive and collaborative team environment
</li>
</ul>

<h3>Job Description</h3>
Job Description
Organization
RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. 
Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $16 billion in assets.
We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.
 
Role Overview
The Financial Planner is responsible for providing detailed accurate financial plans for relationship managers and their clients. Planning services would include plan creation, plan presentation, plan updates and coordinating client planning sessions with relationship managers.
Responsibilities
<ul>
<li>The Financial Planner would be a floating specialist, offering services, such as plan creation, plan presentation, plan updates, and meeting coordination, to RWA relationship managers. </li>
<li>Deliver regular reports on agreed-upon KPIs and provide weekly status updates and work-flow briefs on planning tasks, assignments, and presentations. </li>
<li>The Financial Planner would join the existing RWA Financial Planning: Best- Practices Group and partner with likeminded planners to standardize approaches, share best-practices, and coordinate planning efforts. They would also partner with a variety of internal stakeholders to jointly tackle product management and expansion of eMoney.</li>
<li>The Financial Planner would be charged with organizing and executing continuing education to the firm’s employees. They would help organize regular presentations on financial planning topics and share best practices in sales meetings, in staff meetings and, eventually, in client webinars. These presentations could showcase external experts who are, or who become, preferred providers of tax, insurance, estate, and philanthropy advice for our core clients. They would also contribute to planning white papers and assist in the creation of other marketing materials that showcase planning expertise.</li>
<li>The Financial Planner would seek structured mentorship opportunities from the firm’s senior planning-focused relationship managers and work to incorporate their knowledge and experience into planning engagements.</li>
</ul>

Education, Experience and Qualifications 
<ul>
<li>CFP designation, Series 65 or 66 licenses,</li>
<li>Bachelor’s degree and or equivalent work experience working with RIA’s (2-3 years preferred)</li>
<li>Excellent customer service, communication, writing and interpersonal skills</li>
<li>Comfort delivering presentations to internal stakeholders and clients</li>
<li>Strong computer skills specifically in MS Excel, Access, Word</li>
<li>CRM and portfolio accounting database experience a plus</li>
<li>Excellent judgment and decision making skills</li>
<li>Financial Planning software experience</li>
<li>Strong attention to detail and ability to multitask with minimal operational errors</li>
</ul>
#LI-Hybrid

<h3>Job Description</h3>
Job Description
About MassMutual
MassMutual is a Fortune 500 leader with over 170 years of financial strength, offering advisors the resources and flexibility to build a thriving practice. We empower our advisors with industry-leading support, open architecture investment platforms, and a comprehensive suite of planning, investment, and protection solutions.
Compensation:
$60,000+ at plan commission
Responsibilities:
Key Responsibilities
<ul>
<li>Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses.</li>
<li>Build and maintain long-term client relationships based on trust and expertise.</li>
<li>Leverage MassMutual’s robust network of specialists, including tax, estate planning, business development, and wealth management teams.</li>
<li>Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients.</li>
<li>Maintain all necessary licenses and adhere to compliance standards.</li>
</ul>
 
Qualifications:
<ul>
<li>2+ years of experience as a financial advisor, wealth manager, or related role.</li>
<li>Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).</li>
<li>Strong relationship-building, communication, and analytical skills.</li>
<li>Commitment to ethical, client-centered advice.</li>
</ul>
About Company 
What We Offer
<ul>
<li>Competitive Compensation: Performance-based pay, vested residual income, allowances, bonuses, and top producer incentives.</li>
<li>Comprehensive Benefits: Medical, dental, vision, disability, life insurance, adoption assistance, and a 401(k) with company contributions.</li>
<li>Support &amp; Resources: Access to a full suite of specialists and consultants to help you serve clients and grow your practice.</li>
<li>Independence &amp; Flexibility: Run your business your way with the backing of a financially strong, client-focused company.</li>
<li>Recognition &amp; Growth: Career development opportunities, recognition programs, and leadership pathways.</li>
</ul>
Location: Multiple locations/hybrid options available

<h3>Job Description</h3>
Job Description
The Financial Planner position is sales-oriented and client-facing, allowing you to build rapport and strong relationships with our clients. The Financial Planner must communicate effectively to ensure excellent service is provided to our clients.
WE PROVIDE OUR FINANCIAL PLANNERS WITH:
<ul>
<li>Office space at no cost</li>
<li>All marketing and leads at no cost</li>
<li>Proven Sales Process</li>
<li>Ongoing training and development</li>
</ul>
KEY RESPONSIBILITIES:
<ul>
<li>Create a relationship with our leads and yours to teach and convert prospects into clients</li>
<li>Lead and facilitate group educational workshops</li>
<li>Maximize relationships, create referrals and referral partnerships by providing exceptional customer service</li>
<li>Meet with current clients 1-2 times minimal per year to review plans and make adjustments accordingly</li>
<li>Enter and update client information in our CRM database</li>
<li>Complete administrative paperwork to fulfill client needs</li>
<li>Learn and follow our fee planning process, strategies, and philosophies, working collaboratively and respectfully with other Firm Planners and team members</li>
<li>Will have access to a host of tools to develop and grow your client base while sharpening your skills</li>
</ul>
OUR CULTURE CAN BE DESCRIBED AS:
<ul>
<li>People Oriented – supportive and relationship-focused</li>
<li>Innovative and willing to take risks</li>
<li>Confident and growth-oriented</li>
<li>Results-driven with a strong performance culture</li>
<li>Most importantly, we like to have FUN!</li>
</ul>
REQUIREMENTS:
<ul>
<li>5-7 years of Financial Services experience is required. Experience with insurance and/or annuities is a plus</li>
<li>This position requires Insurance and series 65 licensing to be obtained within the first 90 days of hire, if not already licensed</li>
</ul>
COMPENSATION AND BENEFITS:
<ul>
<li>Total compensation for our Financial Planners includes a base salary plus a lucrative Bonus Plan, ranging from $60,000-$200,000</li>
<li>Participate in our Stake in the Outcome (SITO) incentive program,</li>
<li>Comprehensive benefits package including Medical, Dental, Vision, Health Savings&nbsp;Account (HSA), Flexible Spending Account (FSA), Employer-paid Group Life Insurance and Accidental Death &amp; Dismemberment (AD&amp;D), Voluntary Group Life Insurance and AD&amp;D, short and long term disability, and various other supplementary benefits.</li>
<li>Employee wellness program and perks.</li>
<li>Generous Paid Time Off (PTO), with increased accrual based on length of tenure.</li>
<li>401k retirement plan eligibility after 1 year of service, with a 3% company contribution</li>
<li>Opportunities for professional development and advancement, including certifications and continuous learning related to your success in this role.</li>
<li>Parental Leave benefits.</li>
<li>Participation in our fun company events and gatherings, including our off-site team quarterly meetings, holiday and event celebrations, annual family picnic, Cardinals games in an all-inclusive party suite, volunteer events, and more!</li>
</ul>
SCHEDULE:
<ul>
<li>Flexible work schedule depending on clients’ needs</li>
<li>Some evenings and Saturdays</li>
<li>Work from our office in Des Peres, MO</li>
</ul>
 The Chamberlin Group was founded in early 2002, bringing 20+ years of tax and financial experience to our community. Facing the final year of a three-year market downturn, a necessity to provide more comprehensive planning and protection from economic disasters arose. Holistic Planning was born, putting the desires and dreams of main-stream Americans first. Among others, we serve people who are of retirement age and are transitioning from working to retirement. We believe in doing thorough research into our client's individual objectives and goals – customizing a Holistic Financial Plan for them and their families encompassing Tax, Estate, Insurance, Retirement and Income Planning. If this sounds like you, and a place you’d like to be at, we can’t wait to talk to you! Apply Today!
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sZoI5MMC5Y

<h3>Job Description</h3>
Job DescriptionDescription:
Position Overview
The Financial Planner is responsible for working with Multnomah Group’s clients to provide ongoing employee education, point-in-time financial planning, and investment advice to retirement program participants.
 
Primary Responsibilities
Provide employee education presentations to employer-sponsored retirement plan clients
<ul>
<li>Coordinate scheduling and follow-up with employer-sponsored retirement plan clients</li>
<li>Develop presentations on relevant financial planning topics</li>
<li>Travel to clients to provide an on-site presentation</li>
<li>Track engagement at meetings and document within internal systems</li>
</ul>
Manage the ongoing participant education webinar series “Retirement Pathways”
<ul>
<li>Develop presentations on relevant financial planning topics</li>
<li>Schedule twice monthly webinars on a rotating set of financial and retirement planning topics</li>
<li>Develop and distribute invitations to clients for the upcoming webinars</li>
<li>Present the webinars on a twice-monthly basis</li>
</ul>
Meet with participants one-on-one via video conference to provide point-in-time retirement planning and investment advice
<ul>
<li>Coordinate the workflow to schedule one-on-one meetings with participants</li>
<li>Meet with participants to answer their general investment and financial planning questions.</li>
<li>Determine whether the participants' needs or desires to have formalized retirement projections or financial planning completed</li>
<li>Gather data and prepare the retirement projections and/or financial plans</li>
<li>Advise participants on appropriate investment allocations for their retirement plan account</li>
<li>Log all participant interactions in the firm’s CRM</li>
<li>Follow up with participants that you have met with previously to update their financial plan</li>
</ul>
Manage the various constituents involved in Multnomah Group’s Participant Services offering
<ul>
<li>Work with plan sponsor clients to communicate best practices regarding the rollout and ongoing support of participant advice services</li>
<li>Provide periodic reporting and status updates to plan sponsor clients on the utilization and engagement of employee populations in the various services offered by Multnomah Group</li>
<li>Engage and support Multnomah Group consultants regarding rollout and utilization of participant services by shared clients</li>
</ul>
Requirements:
<ul>
<li>Comprehensive knowledge of financial planning topics as demonstrated by achieving the Certified Financial Planner (CFP) designation</li>
<li>FINRA Series 65</li>
<li>3+ years of financial planning experience</li>
<li>Travel required</li>
<li>Highly responsive and client service-oriented</li>
<li>Demonstrated ability to communicate professionally with clients</li>
<li>Strong interpersonal aptitude</li>
<li>Experience with financial planning software</li>
</ul>

<h3>Job Description</h3>
Job Description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!
Compensation:
$140,500 at plan earnings
Responsibilities:
<ul>
<li>Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
<li>Design customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
<li>Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor</li>
<li>Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations</li>
</ul>
What we’re looking for... 
<ul>
<li>We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses</li>
<li>This is not just a sales job—it’s a career with purpose and opportunity</li>
<li>You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college</li>
<li>As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients</li>
</ul>
Qualifications:
<ul>
<li>Requires a Bachelor’s degree in finance, business administration, or related field</li>
<li>Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred</li>
<li>Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed</li>
<li>Exemplary communication skills, math skills, relationship skills, and customer service skills are vital</li>
<li>Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital</li>
</ul>
<ul>
<li>Competitive</li>
<li>Enterprising</li>
<li>Coachable</li>
<li>Communicative</li>
<li>Self-disciplined</li>
<li>Authentic</li>
<li>Winning Attitude</li>
</ul>
About Company 
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include:
<ul>
<li>A promise to work with you to build a strong financial future for both you and your clients</li>
<li>#73 on Fortune 100 in 2020</li>
<li>A leading company with many agents qualifying for MDRT 2 year after year</li>
<li>Highest possible financial strength ratings currently awarded to any life insurer: Standard &amp; Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19</li>
<li>Full benefits when hired and 3 separate pensions</li>
</ul>
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman, Senior Partner, New York Life

<h3>Job Description</h3>
Job Description
 Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
 We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
 The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
<ul>
<li> Developing relationships with clients (both existing and prospective)</li>
<li> Gathering client information and using that information to build robust financial plans</li>
<li> Helping clients prepare for their retirement</li>
<li> Preparing and reviewing investment portfolio recommendations</li>
</ul>
 Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
 YOU:
<ul>
<li> Are a self-starter.</li>
<li> Have an entrepreneurial mindset.</li>
<li> Are a customer service champion.</li>
<li> Are an engaging and compelling communicator and negotiator.</li>
<li> Are a problem solver.</li>
<li> Are a Life-long student seeking continued education and professional development.</li>
<li> Are a critical thinker.</li>
<li> Have prior sales experience and/or enjoy networking and seeking new clients.</li>
<li> Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.</li>
</ul>
 WE:
<ul>
<li> Provide a framework to help you attain all licensing and education needed to progress through the career.</li>
<li> Support your learning through joint work and a team environment.</li>
<li> Provide competitive compensation and benefits that are unique in our industry.</li>
<li> Provide a roadmap for your success with our experienced team of leaders.</li>
</ul>
 Learn more about this exciting opportunity.
 1049766-00003-00
 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.
 Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
 Prudential is an Employer that participates in E-Verify.

<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$75,000 - $125,000 yearly
Responsibilities:
<ul>
<li>Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services</li>
<li>Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer </li>
<li>Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan</li>
<li>Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals</li>
<li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor</li>
</ul>
Qualifications:
<ul>
<li>Relationship management skills are required</li>
<li>Ability to successfully network to prospect new potential clients is a must</li>
<li>Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required</li>
</ul>
About Company 
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
We’re proud of the training we offer.
<ul>
<li>Training Magazine’s APEX Award for 2024</li>
</ul>
We’re proud the be recognized by organizations that also value diversity
<ul>
<li>Latino Leaders: 2024 Best Companies for Latinos to Work For</li>
<li>Human Rights Campaign: 2024 Corporate Equality Index</li>
<li>Forbes 2024: America’s Best Employers for Diversity</li>
</ul>

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