Experienced Financial Advisor

New York Life Insurance Co.; Des Moines (IA); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Long-term disability

Group term life insurance

Job summary

New York Life Insurance Co. in Des Moines seeks an Experienced Financial Advisor to build lasting client relationships, evaluate financial situations, and create personalized strategies to protect and grow clients' financial well‑being.

With comprehensive training and access to industry‑leading resources, you will guide clients through insurance and investment options, while staying compliant with regulations and delivering superior service.

Qualifications

• Experience in financial advising with a proven client relationships track record.
• Ability to assess financial situations and develop personalized strategies.
• Proven ability to communicate complex financial concepts clearly.
• Strong knowledge of insurance and investment products.
• Willingness to stay updated on industry trends and regulations.
• Experience collaborating with colleagues to deliver financial planning services.
• Ability to lead client meetings and presentations with confidence.

Responsibilities

• Develop and maintain strong relationships to understand clients' financial goals.
• Conduct comprehensive financial assessments to tailor strategies.
• Provide guidance on insurance and investment products.
• Stay informed on industry trends and regulatory changes.
• Collaborate with colleagues to deliver comprehensive financial planning.
• Monitor progress and adjust strategies to meet goals.
• Educate clients on financial planning principles for informed decisions.

Skills

Experience in financial advising

Client relationship building

Ability to explain complex financials

Access to resources and training

Communication and presentation skills

Job description

Join us at New York Life as an Experienced Financial Advisor, where you'll be instrumental in helping individuals and businesses secure their financial futures. You'll use your expertise to build lasting client relationships, evaluate unique financial situations, and create personalized strategies to protect and grow their financial well‑being. With us, you'll have access to comprehensive training, continuous professional growth opportunities, and a wealth of industry‑leading resources to support your success and development.

We're committed to fostering a collaborative environment that values professionalism and long‑term success. Backed by New York Life's renowned financial strength, you'll have the tools and support needed to excel in your career. Our competitive compensation and benefits package includes immediate eligibility for medical, dental, and vision coverage, along with long‑term disability and group term life insurance for you and your dependents. If you're ready to elevate your financial advisory career with a trusted organization, let's move forward together.

Compensation: $300,000+

Qualifications

• Experience in financial advising, with a proven track record of building and maintaining client relationships.
• Ability to conduct thorough financial assessments and develop personalized strategies that align with clients' goals.
• Proven track record of effectively communicating complex financial concepts in a clear and accessible manner.
• Strong understanding of insurance and investment products, with the ability to tailor solutions to individual client needs.
• Ability to stay informed about industry trends and regulatory changes, ensuring clients receive up‑to‑date advice.
• Experience collaborating with team members and other professionals to deliver comprehensive financial planning services.
• Ability to lead client meetings and presentations, building trust and confidence through clear communication and expert advice.

Responsibilities

• Develop and maintain strong, trusting relationships with clients to understand their financial goals and needs.
• Conduct comprehensive financial assessments to create tailored strategies that align with clients' objectives.
• Provide expert guidance on a range of financial products, including insurance and investment options.
• Stay informed about industry trends and regulatory changes to offer clients the most current advice.
• Collaborate with colleagues and leverage New York Life's resources to deliver exceptional service and solutions.
• Monitor clients' financial progress and adjust strategies as needed to ensure continued alignment with their goals.
• Educate clients on financial planning principles to empower them to make informed decisions about their future.