New York Life Insurance Company
Entry Level Financial Advisor
New York Life Insurance Company, Tallahassee, Florida, us, 32318
Financial Services Professional with NYLIFE Securities LLC.
Company Description
For over 180 years, New York Life Insurance Company has been dedicated to helping individuals achieve their financial goals and milestones. As a mutual company, New York Life operates with a commitment to transparency, integrity, and objectivity. The organization values career development, collaboration, innovation, diversity, and inclusion, providing numerous professional growth opportunities through various programs and resources. With a strong commitment to improving local communities, New York Life fosters a culture of giving and volunteerism through the New York Life Foundation. The company is an Equal Opportunity Employer, offering services in insurance, investments, retirement planning, and advisory services.
Role Description This is a full-time hybrid role for an Entry Level Financial Advisor based in Tallahassee, FL, with the flexibility to work partially from home. The Financial Advisor will assist clients in identifying their financial goals and developing tailored strategies to meet those objectives. Daily tasks include meeting with clients, analyzing financial information, presenting and explaining available financial products and services, and maintaining client relationships. Additionally, the Financial Advisor will stay updated on market trends, collaborate with a team of professionals, and ensure compliance with regulatory standards.
Qualifications
Strong communication, interpersonal, and presentation skills
Analytical thinking, problem‑solving abilities
Customer relationship‑building and client service skills
Proactive mindset, organizational skills, and attention to detail
Licensing for securities and insurance products (not required, training will be provided)
Commitment to continuous professional development and a willingness to obtain necessary certifications (e.g., FINRA licenses or equivalent)
Seniority level
Entry level
Employment type
Full-time
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Role Description This is a full-time hybrid role for an Entry Level Financial Advisor based in Tallahassee, FL, with the flexibility to work partially from home. The Financial Advisor will assist clients in identifying their financial goals and developing tailored strategies to meet those objectives. Daily tasks include meeting with clients, analyzing financial information, presenting and explaining available financial products and services, and maintaining client relationships. Additionally, the Financial Advisor will stay updated on market trends, collaborate with a team of professionals, and ensure compliance with regulatory standards.
Qualifications
Strong communication, interpersonal, and presentation skills
Analytical thinking, problem‑solving abilities
Customer relationship‑building and client service skills
Proactive mindset, organizational skills, and attention to detail
Licensing for securities and insurance products (not required, training will be provided)
Commitment to continuous professional development and a willingness to obtain necessary certifications (e.g., FINRA licenses or equivalent)
Seniority level
Entry level
Employment type
Full-time
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