Job Description

Are you a Licensed Financial Advisor passionate about making a lasting difference in people's lives? Join our team at NYL - Boston, where you'll work alongside a group of dedicated financial professionals committed to guiding clients toward long-term financial success and security. This is more than a job -- it's a chance to build meaningful relationships and help individuals and families achieve peace of mind about their financial future. What You'll Do: o Deliver personalized financial advice and solutions o Develop and implement custom financial strategies o Build long-term client relationships built on trust, transparency, and service o Stay up to date on financial products, market trends, and regulatory changes What Sets Us Apart: o A culture rooted in integrity, professionalism, and client-first values o Supportive environment for ongoing education and career growth o Access to industry-leading tools, training, and mentorship Responsibilities: o Develop personalized financial plans for clients based on their individual goals and risk tolerance o Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives o Provide expert advice on a wide range of financial products and services to help clients make informed decisions o Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients Qualifications: o Have a life insurance license (required) o Health, SIE, and Series 6 Preferred but not required o Proficient in financial planning software o Strong analytical and problem-solving skills o Excellent communication and interpersonal skills o Expertise in maintaining and growing client portfolios o Ability to conduct client discovery meetings and regular financial reviews o Skilled in prospecting, lead generation, and referral development o Comfortable with setting and achieving sales targets About Company: At the heart of New York Life is a commitment to be there for our customers when they need us--whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

Skills Required