Financial Advisor

Onsite in Lafayette, LA, this Financial Advisor role with NewYorkLife/NYLIFE Securities LLC offers a clear earning range of $80,000 to $120,000 yearly while you help clients translate goals into practical, personalized insurance and financial protection solutions. If you enjoy building relationships and developing strategies that reflect a client’s risk tolerance and financial objectives, this position blends client work with the opportunity to grow a successful practice.

How you’ll help clients

• Support clients in implementing financial recommendations, including life insurance, savings plans, mutual funds, and other financial products
• Develop and deliver financial advice and strategies aligned to each client’s risk tolerance and financial objectives
• Collect and evaluate client financial information to understand financial status, goals, cash flow, and expectations

What success in the role looks like

• Identify, seek, and establish prospects continuously to create and strengthen relationships with new clients as a trusted advisor
• Provide exceptional customer service to existing clients and maintain accurate, trackable records in the client file, including communications, strategies, and financial advice given

What you bring

• Excellent math skills, strong relationship abilities, clear communication, and high-quality customer service skills
• Desired experience as a financial planner, personal financial advisor, financial analyst, or financial consultant
• Computer proficiency with MS Office, Google Suite, CRM systems, and financial planning software