EntryLevel Financial Advisor

New York Life Iowa General Office; Des Moines (IA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Full benefits for yourself and family members

Ongoing training and mentorship

Access to marketing support

Job summary

A leading financial services firm in Des Moines is seeking an Entry-Level Financial Advisor. This role involves creating customized financial plans and educating clients on financial security products. You’ll enjoy strong earnings potential with a base salary of $50,000 to $70,000 annually, plus commission and bonuses. Candidates should possess sales knowledge and strong communication skills, along with a willingness to engage in the community and network effectively. An extensive training and mentorship program will support your career development.

Qualifications

• Must live in the State of Iowa.
• Strong communication skills and the ability to talk to anyone easily.
• Self-starter and eager to learn new things.

Responsibilities

• Create customized financial plans using products and services for clients.
• Educate clients on financial planning for unfortunate life circumstances.
• Implement financial recommendations such as life insurance and savings plans.
• Network and build a personal book of business through prospecting.

Skills

Sales knowledge

Strong communication skills

Networking

Self-starter

Job description

As a Financial Advisor at New York Life, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a client‑based role where you run your own practice but have the support of a Fortune 100 company and are aligned with a company where hard work is valued and rewarded. Your core responsibility will be to provide clients with customized solutions through selling life insurance, investments, and long‑term care insurance that set them up for the future. You will be making a living with a lot of room for growth while making an impactful difference in someone’s life. This is a sales role that includes a salary plus commission, quarterly and yearly bonuses, as well as full benefits for yourself and your family members. In this role, you will participate in a comprehensive three‑year training program that includes marketing support, prospecting guidance, and technical assistance. Our programs give you the opportunity to collaborate with highly successful, established agents and managers who will help you build and grow your clientele. As a Fortune 100 company, New York Life provides the resources and ongoing support you need to succeed.

Responsibilities

• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
• Educate clients on how to plan for their future financially in the event of unfortunate life circumstances occurring.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Networking and building your personal book of business through establishing professional networks and prospecting for new clients.
• Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
• Leverage marketing and social media tools to identify, pursue and secure new clients who can benefit from having a trusted financial service professional.
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.

Training & Resource Benefits

• Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship.
• Full‑time trainers who are extremely proficient in teaching the information and skills needed to lead you to a successful career.
• Support from corporate development managers and product consultants to assist you.
• Access to state‑of‑the‑art marketing support.

Qualifications

• Must live in the State of Iowa.
• Sales knowledge.
• Strong communication skills and the ability to talk to anyone easily.
• A great mindset.
• Enjoy engaging in your community and networking.
• Self‑starter and eager to learn new things.

If so, apply for a rewarding career as an Entry‑Level Financial Advisor at New York Life, Des Moines’ general office. We’d love to talk with you.

Compensation

$50,000 - $70,000 yearly.