Entry-Level Financial Advisor - Client-Focus Role with Paid Training

Phillips Industries; Ankeny (IA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Paid training

Performance-based commissions

Full benefits for family

Long-term career growth opportunities

Job summary

A leading financial services firm in Iowa is seeking an Entry-Level Financial Advisor. This role offers comprehensive training, mentoring, and support in building a rewarding career in financial services. Responsibilities include meeting clients to understand their goals, educating them on financial strategies, and offering solutions like life insurance and investments. The position demands strong communication skills and a motivation for client-focused work, with an estimated first-year compensation of $50,000 to $75,000 including bonuses.

Qualifications

• Must reside in the state of Iowa.
• Strong communication and interpersonal skills.
• Interest in a client-focused, relationship-driven career.
• Willingness to obtain required licenses (training provided).
• Self-motivated and open to feedback.

Responsibilities

• Meet with clients to understand their financial goals.
• Educate individuals and families on financial strategies.
• Offer life insurance, investments, and long-term care options.
• Build and manage long-term client relationships.
• Develop business and planning skills.

Skills

Strong communication skills

Interpersonal skills

Client-focused

Motivated and eager to learn

Job description

Overview

Entry-Level Financial Advisor - Client-Focused Role with Paid Training New York Life Iowa General Office | Des Moines Metro Area & Cedar Rapids, IA

Candidates must reside in the state of Iowa. We hire all throughout the state of Iowa.

About The Opportunity

Are you early in your career or exploring a new professional path with long-term potential?

New York Life provides the training, guidance, and support needed to launch a career in financial services. In this client-focused role, you'll learn how to work with individuals and families, build trusted relationships, and develop a sustainable practice—all while being supported by a Fortune 100 company known for stability and long-term success.

Who This Role Is For

This opportunity is a strong fit for individuals who:

• Are exploring a transition into financial services or early in their career with an interest in the industry
• Enjoy working with people and building trusted relationships
• Want long-term career growth, not just a short-term job
• Are motivated, coachable, and eager to learn
• Enjoy engaging in their community and expanding their professional network

What You'll Do

• Meet with clients to understand their financial goals and concerns
• Educate individuals and families on financial protection and planning strategies
• Offer solutions including life insurance, investments, and long-term care options
• Build and manage long-term client relationships
• Grow your communication, business development, and planning skills

Training & Support

• Structured onboarding and paid training
• Support in obtaining required licenses
• One-on-one mentorship with experienced advisors
• Access to full-time trainers and product specialists
• Marketing, technology, and operational support

Compensation & Benefits

• Base salary plus performance-based commissions and bonuses
• Estimated total compensation: $50,000 - $75,000 in year one
• Full benefits available for you and your family
• Long-term income and career growth opportunities

Qualifications

• Must reside in the state of Iowa
• Strong communication and interpersonal skills
• Interest in a client-focused, relationship-driven career
• Willingness to obtain required licenses (training provided)
• Self-motivated and open to feedback and development

Why New York Life

New York Life is a Fortune 100 mutual company with a long-standing commitment to helping families and businesses protect what matters most. As a mutual company, we are accountable to our policyholders—not shareholders—allowing us to focus on long-term success for our clients and our advisors. New York Life has proudly served Iowans since 1850 and continues to provide insurance, investment, and retirement solutions supported by local leadership and national resources.

Ready to Learn More?

If you're interested in building a meaningful, long-term career with training, mentorship, and growth potential, we'd love to connect.

Apply today to start the conversation. We look forward to talking with you.