Entry Level Financial Advisor

New York Life Insurance - Hudson Valley; Town of Fishkill (NY); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Dental insurance

Donation matching

Employee discounts

Flexible schedule

Free food & snacks

Health insurance

Opportunity for advancement

Training & development

Tuition assistance

Vision insurance

Wellness resources

Job summary

New York Life Insurance - Hudson Valley is seeking an Entry Level Financial Advisor to help clients achieve their financial goals through tailored strategies in insurance, investments, and retirement planning.

You will conduct needs analyses, build long-term client relationships, and participate in ongoing training in a supportive community environment. Flexible work options offered to accommodate diverse schedules.

Qualifications

• Bachelor's degree preferred in finance, business, or related field.
• Strong communication and interpersonal skills to engage with clients.
• Ability to work independently and in a team in a fast-paced environment.
• Desire to learn and grow in financial services.
• Previous sales or customer service experience is a plus.
• Licenses in Life and Health Insurance preferred or to be obtained shortly after hiring.
• Proficiency in MS Office and CRM software.
• Strong ethics and client confidentiality.

Responsibilities

• Assist clients in identifying financial goals and tailoring strategies.
• Provide guidance on insurance products, investments, and retirement planning.
• Conduct comprehensive financial needs analyses.
• Build and maintain strong client relationships with excellent service and follow-up.
• Stay updated on industry trends and regulatory changes to provide informed advice.
• Participate in ongoing training and development programs.
• Collaborate with team members to share insights and best practices.
• Use CRM tools to track interactions and manage pipeline.

Skills

Fluency in Spanish/Vietnamese/Chinese

Education

Bachelor's degree in finance/business/related field

Tools

Microsoft Office Suite

CRM software

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Donation matching
• Employee discounts
• Flexible schedule
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

About the Role:

Join New York Life Insurance - Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding career helping clients achieve their financial goals. This is an exciting opportunity to develop your skills in a supportive environment while making a positive impact in the community.

Responsibilities:

• Assist clients in identifying their financial goals and developing tailored strategies.
• Provide expert guidance on insurance products, investments, and retirement planning.
• Conduct comprehensive financial needs analyses for clients.
• Build and maintain strong client relationships through excellent service and follow-up.
• Stay updated on industry trends and regulatory changes to provide informed advice.
• Participate in ongoing training and development programs to enhance your skills.
• Collaborate with team members to share insights and best practices.
• Utilize CRM tools to track client interactions and manage your pipeline effectively.

Requirements:

• Bachelor's degree in finance, business, or a related field preferred.
• Strong communication and interpersonal skills to engage with clients effectively.
• Ability to work independently and as part of a team in a fast-paced environment.
• Desire to learn and grow within the financial services industry.
• Previous experience in sales or customer service is a plus.
• Life and Health Insurance licenses are preferred or must be obtained shortly after hiring.
• Proficiency in Microsoft Office Suite and CRM software.
• Strong ethical standards and a commitment to client confidentiality.

Qualifications:

• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
• Ability to successfully network to prospect new potential clients is a must
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Relationship management skills are required

About New York Life - Robert Rice

New York Life Insurance - Hudson Valley has been a trusted provider of financial services for over 175 years. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We pride ourselves on our commitment to helping clients secure their financial futures, and our employees enjoy a collaborative and empowering work environment that fosters personal and professional growth.

Our mission

Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #62 on the 2026 Fortune 500 list
• A leading company with many agents qualifying for MDRT2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)
• Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance.
• 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Flexible work from home options available.