Aspiring Financial Advisor

NYLIFE Securities LLC; Sandy (UT); Hybrid; USD 50,000 - 70,000; Full time

Job summary

NYLIFE Securities LLC is seeking a full-time hybrid Financial Representative/Advisor based in Sandy, UT. In this role, you'll manage client relationships and provide tailored financial products and insurance solutions. The company emphasizes training and development, investing significantly in resources to ensure your success.

While no degree is required, strong communication skills and a customer-focused mindset are essential. Candidates must hold a valid green card or be US Citizens, with a willingness to learn and obtain necessary licenses.

Qualifications

• Must hold a valid green card or be a US Citizen.
• Willingness to learn and grow through ongoing training opportunities.
• Licensing for insurance or financial products is a plus.

Responsibilities

• Build and maintain client relationships.
• Provide financial products and insurance solutions.
• Consult with clients to identify their financial needs.

Skills

Strong Communication and Customer Service skills

Self-motivation

Organizational skills

Customer-focused mindset

Education

Relevant experience in financial services

Job description

New York Life, the biggest mutual insuance company in the U.S. and a trusted provider of insurance, investments, and advisory services for over 181 years.

The company is driven by transparency, objectivity, and a commitment to excellence. Focused on fostering career development, innovation, and diversity, the company offers various resources for both personal and professional growth. Anchored by a culture of giving, New York Life supports local communities through volunteerism and the New York Life Foundation.

Joining New York Life means becoming part of a team that thrives on collaboration and values every individual's unique contributions. The company is an Equal Opportunity Employer dedicated to creating an inclusive environment for all.

Role Description

This is a full‑time, hybrid Financial Representative/Advisor position that is based in Sandy, UT.

In this position, you can use your entrepreneurial spirit to run your own practice with oversight, direction, and mentoring from your partner. New York Life prides itself on developing you to be the best you can be; you just have to put in the effort. The office provides all training using a system developed by Harvard Business School that is one of the best in the industry. The company invests about $300,000 in training and tools for each employee to help make your business a success.

You will be responsible for building and maintaining client relationships, providing financial products and insurance solutions, while achieving performance goals. Daily tasks include consulting with clients to identify their insurance and financial needs, recommending tailored solutions, and delivering excellent customer service. Additional responsibilities include participating in training programs and staying updated on industry trends and compliance regulations. The only limit to your income is your determination to make this a great long‑term career.

Qualifications

Must hold a valid green card or be a US Citizen and have:

• Strong Communication and Customer Service skills, and willing to engage clients effectively
• Ability to learn how to meet performance targets in a results‑driven environment
• Willingness to obtain the Knowledge of Insurance products and financial planning principles to advise clients on proper solutions that complement their goals
• Willingness to learn and grow through ongoing Training opportunities
• Self‑motivation, organizational skills, and a customer‑focused mindset
• No degree required, but relevant experience will be considered
• Licensing for insurance or financial products is a plus; however, you must be willing to obtain the needed licenses as required