Entry-Level Financial Advisor

NewYorkLife/ NYLIFE Securities LLC; Lafayette (LA); On-site; USD 40,000 - 60,000; Full time

Job summary

New York Life is seeking an Entry-Level Financial Advisor in Lafayette, LA. You will begin in a structured training program, learning to guide clients toward financial goals and build lasting relationships.

The role emphasizes clear communication, ongoing education, and a collaborative team environment to deliver tailored insurance and investment solutions. You will develop professional skills, gain industry insights, and contribute to client success while advancing within a company with a 180+

Qualifications

• Experience in customer service or sales with ability to explain financial concepts clearly.
• Proven ability to build and maintain client relationships and trust.
• Strong analytical mindset and willingness to learn industry trends and regulatory changes.

Responsibilities

• Guide clients in understanding their financial goals and develop personalized strategies to achieve them.
• Build and maintain strong, trusting relationships with clients and their needs.
• Conduct financial assessments to identify opportunities for growth and protection.
• Collaborate with team members to share insights and strategies.
• Stay informed about industry trends and regulatory changes to provide current advice.
• Educate clients on insurance and investment products to empower informed decisions.
• Track client progress and adjust strategies to ensure continued success.

Skills

Customer service

Sales experience

Communication skills

Financial concepts

Relationship building

Analytical skills

Team collaboration

Digital tools

Education

Bachelor's degree in finance or related field

Tools

CRM software

Financial planning tools

Job description

At New York Life, we're more than just a Fortune 100 company; we're a community dedicated to helping families achieve their financial dreams. As an Entry-Level Financial Advisor, you'll join a team with over 180 years of history in supporting and protecting the financial well-being of millions. This role is your opportunity to grow a rewarding career while making a tangible impact in people's lives. We offer comprehensive training and professional development from day one, equipping you with the skills and knowledge needed to thrive. Our inclusive and collaborative environment values your unique perspectives and empowers you to contribute meaningfully to our mission. You'll be part of a legacy of trust and innovation, where your contributions are valued, and your career progression is supported. With a focus on long-term success for clients, we provide a nurturing environment that encourages growth and development. You'll have the chance to build lasting relationships with clients, delivering value and making a real difference in their lives. Let's work together to create a better future, for you and for the families we serve. Join us, and let's make an impact.

Responsibilities:

• Guide clients in understanding their financial goals and develop personalized strategies to achieve them.
• Build and maintain strong, trusting relationships with clients, ensuring their needs are met with care and professionalism.
• Conduct thorough financial assessments to identify opportunities for growth and protection.
• Collaborate with team members to share insights and strategies, fostering a supportive and innovative work environment.
• Stay informed about industry trends and regulatory changes to provide clients with the most current advice.
• Educate clients on the benefits of various insurance and investment products, empowering them to make informed decisions.
• Track and report on client progress, adjusting strategies as needed to ensure continued success and satisfaction with our services.

Qualifications:

• Experience in customer service or sales roles, showcasing your ability to connect with clients.
• Ability to communicate complex financial concepts in a clear and relatable manner.
• Proven track record of building and maintaining strong client relationships.
• Strong analytical skills to assess clients' financial situations and develop tailored plans.
• Eagerness to learn and stay updated on industry trends and regulatory changes.
• Ability to work collaboratively with team members to enhance client service.
• Proficiency in using digital tools and resources to streamline client interactions and improve service delivery.

About Company:

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. We're proud to be recognized by the following organizations. Fortune 2024: World's Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America's Best Employers for Diversity, Seramount: 2024 Best Companies for Multicultural Women. We're proud of the help we've provided and continue to provide clients. 5.1 million lives protected (includes all owners of individual life insurance and annuity policies)