New York Life is seeking an eager, strategic, and definitive financial advisor to fill an entry-level position. The role involves helping clients identify and achieve their financial goals through various planning services, including risk management, estate planning, and investment management.
Responsibilities
- Help clients identify and achieve their financial goals through a variety of planning services
- Hone skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more
- Deliver excellent client service
Skills
- Eager and strategic mindset
- Ability to help clients identify and achieve financial goals
- Knowledge of risk management
- Knowledge of estate planning
- Knowledge of debt and investment management
- Knowledge of real estate
- Knowledge of retirement planning
- Knowledge of mutual funds
- Knowledge of investment options
- Dedication to delivering excellent client service
Company Overview
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.Company H1B Sponsorship
New York Life has a track record of offering H1B sponsorships, with 19 in 2026, 148 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.