Entry-Level Financial Advisor

NewYorkLife/NYLIFE Securities LLC is hiring an Entry-Level Financial Advisor in Lafayette, LA for an onsite role. In this position, you will help clients clarify their financial goals and translate them into personalized strategies, supported by comprehensive training and professional development opportunities.

You will also represent a company with a long track record in protecting families and supporting long-term financial progress. New York Life is a Fortune 100 mutual company, accountable to its policyholders, and focused on innovation to increase value for clients over time.

Key Responsibilities

• Assist clients in understanding their financial goals and developing personalized strategies to achieve them.
• Build and maintain strong, trusting client relationships while ensuring client needs are handled with care and professionalism.
• Perform thorough financial assessments to identify potential opportunities for growth and protection.
• Collaborate with team members to share insights and strategies, supporting a supportive and innovative environment.
• Monitor industry trends and regulatory changes to provide clients with up-to-date guidance.
• Educate clients on the benefits of insurance and investment products so they can make informed decisions.
• Track and report on client progress, adjusting strategies as needed to support continued success and satisfaction with services.

Requirements

• Experience in customer service or sales roles that demonstrates the ability to connect with clients.
• Ability to communicate complex financial concepts clearly and in a relatable way.
• Demonstrated ability to build and maintain strong client relationships.
• Strong analytical skills to assess clients' financial situations and develop tailored plans.
• Motivation to learn and stay current on industry trends and regulatory changes.
• Ability to work collaboratively with team members to enhance client service.
• Proficiency in using digital tools and resources to streamline client interactions and improve service delivery.

Technologies

• Digital tools and resources

Compensation

• $80,000 - $141,231+ per year

Company Overview

• New York Life has been in business for 180+ years, helping generations of Americans protect their families and pursue financial goals.
• As a mutual company, New York Life is accountable only to its policyholders, not to Wall Street or outside investors.
• Focus areas include long-term success for clients and ongoing innovation to increase client value.
• Recognition includes: Fortune 2024: World’s Most Admired Companies; Handshake 2025: Early Talent Award.
• Forbes 2024: America’s Best Employers for Diversity; Seramount: 2024 Best Companies for Multicultural Women.
• Provides coverage for 5.1 million lives protected (includes all owners of individual life insurance and annuity policies).