Experienced Financial Advisor

New York Life; Des Moines (IA); On-site; USD 270,000 - 330,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

Long-term disability

Group term life insurance

Job summary

New York Life Iowa General Office is seeking an Experienced Financial Advisor to empower individuals, families, and businesses to secure their financial futures. You’ll build lasting client relationships, assess client needs, and craft personalized strategies using a broad range of products.

Ongoing training and growth opportunities accompany a supportive team environment. With competitive compensation and benefits, you’ll gain access to medical, dental, vision, long-term disability, and group

Qualifications

• Experience in financial advising and building client relationships.
• Ability to analyze financial data and provide actionable advice.
• Proven track record staying informed about industry trends and regulatory changes.
• Strong collaboration with team members and professionals.
• Proficiency with a comprehensive suite of financial products to craft client plans.
• Ability to conduct regular reviews of clients’ financial plans.
• Experience leading educational workshops and seminars.

Responsibilities

• Develop and maintain strong client relationships with personalized solutions.
• Conduct comprehensive financial assessments of goals, risk tolerance, and current finances.
• Create tailored strategies leveraging insurance and investments.
• Provide ongoing advice and adjust strategies as needed.
• Collaborate with team members to deliver holistic financial planning services.
• Stay informed about industry trends and regulatory changes for clients.
• Lead client meetings and presentations, communicating complex concepts clearly.

Skills

Financial advisory

Client relationships

Data analysis

Industry trends

Team collaboration

Product knowledge

Financial plan reviews

Public workshops

Tools

Insurance products

Investment products

Job description

Join us at New York Life Iowa General Office as an Experienced Financial Advisor, where you’ll play a pivotal role in empowering individuals, families, and businesses to secure their financial futures. You’ll leverage your expertise to forge strong client relationships, assess their unique financial landscapes, and craft personalized strategies that safeguard and expand their financial well-being. As part of our team, you’ll access comprehensive training, continuous professional growth opportunities, and a wealth of industry-leading resources designed to help you excel and grow your practice.

We’re proud to offer a collaborative environment that values professionalism and long-term success. Supported by New York Life’s esteemed reputation for financial strength, you’ll have the tools you need to thrive 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 take your financial advisory career to new heights with the backing of 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 analyze complex financial data and provide clear, actionable advice tailored to individual client needs.
• Proven track record of staying informed about industry trends and regulatory changes to offer clients the most current strategies.
• Strong collaboration skills to work effectively with team members, sharing insights and fostering a culture of continuous learning.
• Proficiency in utilizing a comprehensive suite of financial products to craft customized plans for clients.
• Ability to conduct regular reviews of clients’ financial plans, making necessary adjustments to align with their goals.
• Experience in leading educational workshops and seminars to empower clients and community members with financial knowledge.

Responsibilities

• Develop and maintain strong, lasting relationships with clients, ensuring their financial needs are met with personalized solutions.
• Conduct comprehensive financial assessments to understand clients’ goals, risk tolerance, and current financial situations.
• Create tailored financial strategies that align with clients’ objectives, leveraging a wide range of insurance and investment products.
• Provide ongoing advice and support to clients, adjusting strategies as needed to reflect changes in their circumstances or the market.
• Collaborate with team members and other professionals to deliver holistic financial planning services.
• Stay informed about industry trends and regulatory changes to ensure clients receive the most current and relevant advice.
• Lead client meetings and presentations, clearly communicating complex financial concepts in an accessible manner to build trust and confidence in our services.