Financial Advisor
Location: Spokane Valley, WA
Job Type: fulltime
Company: New York Life
Salary: $65000.0 - $115000.0 per year
Category: Sales
Job Description Apply Now
Financial Advisor Job OverviewAs a Financial Advisor with New York Life, you will play a critical role in helping individuals, families, and businesses plan for their financial futures. This full-time position offers you the unique opportunity to be in business for yourself, while benefiting from the support and resources of a respected financial services company. You will utilize a wide array of insurance and financial products to design customized strategies that address your clients’ needs, supporting them in achieving financial security and long-term goals. Working as a Financial Advisor allows you to build a rewarding career, with the flexibility to manage your own schedule and the potential for significant professional growth.
Key Responsibilities- Develop and implement marketing and business strategies to expand your client base and increase market presence as a Financial Advisor.
- Assist clients in reaching their financial objectives by presenting comprehensive solutions from New York Life’s suite of insurance and financial products.
- Obtain and maintain necessary licenses for selling securities and investment products, supporting clients with wealth management and advanced financial planning needs.
- Identify prospective clients through networking, referrals, and community engagement, initiating consultations to understand their financial goals and concerns.
- Participate in ongoing professional development through the New York Life training curriculum to enhance your knowledge and skills as a Financial Advisor.
- Engage in community outreach and networking activities to strengthen your personal brand and establish a presence within the area.
- Demonstrate a high level of motivation and commitment to success, as earnings potential is directly linked to performance and effort in this full-time Financial Advisor role.
- Bachelor’s degree required, or equivalent professional business experience.
- Previous experience in sales and a demonstrated growth mindset are highly preferred.
- Excellent communication skills, with the ability to explain complex financial concepts clearly in both written and verbal formats.
- Unwavering integrity and strong ethical standards in all professional interactions.
- Sound business acumen and the ability to leverage professional and personal networks to identify and engage potential clients.
- Persistence and resilience to build a sustainable practice as a Financial Advisor, with the drive to achieve ongoing success.
- Licensing for selling insurance and/or securities is preferred but not required at entry; support is provided for obtaining necessary credentials.
- Ability to be coachable and receptive to feedback, embracing continuous learning and improvement.
- Natural networking ability and comfort in engaging with diverse groups in the community.
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Vision insurance
New York Life is committed to helping you build a successful and fulfilling career as a Financial Advisor. You will have access to ongoing training, career advancement opportunities, and robust support as you grow your client base and expertise. Working as a Financial Advisor in this full-time role provides a dynamic environment where your achievements are recognized and your professional contributions make a meaningful impact on the financial well-being of your clients and community.