Financial Advisor

NYLIFE Securities LLC; Eugene (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

NYLIFE Securities LLC, a subsidiary of New York Life Insurance Company, is seeking a Financial Advisor in Eugene, OR. You will meet with clients to assess goals, risk tolerance, and financial situations, and develop tailored plans across retirement, wealth management, and investment options.

Daily duties include presenting proposals, educating clients on products, maintaining compliance records, and engaging in business development to grow a robust client base on-site.

Qualifications

• Bachelor’s degree preferred; regulatory licenses required or willingness to obtain.
• FINRA licenses (6/7 and 63/65 or 66) and state insurance licenses where applicable.
• Experience in financial services or advisory roles is beneficial.

Responsibilities

• Meet with clients to assess financial goals and risk tolerance.
• Develop tailored financial plans and investment strategies.
• Provide guidance on retirement planning and wealth management.
• Educate clients on financial products and services and present proposals.
• Maintain detailed regulatory records and participate in business development to grow the client base.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Analytical skills

Communication

Client relationships

Independence on-site

Education

Bachelor’s degree in Finance, Economics, Business

FINRA licenses (6/7 and 63/65 or 66) and state insurance licenses

Job description

Company Description

NYLIFE Securities LLC, a subsidiary of New York Life Insurance Company, provides clients with brokerage services and a broad range of investment options. As a registered broker-dealer backed by the resources of New York Life, the firm is positioned to help clients grow, manage, and preserve their wealth. NYLIFE Securities emphasizes exceptional client service, a robust investment platform, and a competitive cost structure to address diverse financial goals. The organization is dedicated to building long-term relationships and prudently supporting clients’ financial needs throughout every stage of life.

Role Description

This full-time, on-site Financial Advisor role is based in Eugene, OR. The Financial Advisor will meet with clients to assess their financial goals, risk tolerance, and current financial situation, and develop tailored financial plans and investment strategies. Daily responsibilities include providing guidance on retirement planning, wealth management, and investment options, as well as monitoring portfolios and adjusting strategies as market conditions and client needs change. The role involves educating clients on financial products and services, preparing proposals and presentations, and maintaining detailed records in accordance with regulatory requirements. The Financial Advisor will also participate in business development activities, including networking, prospecting, and follow-up, to build and sustain a strong client base.

Qualifications

• Candidates should possess skills in Financial Planning and Financial Advisory to develop comprehensive, client-focused strategies.
• Candidates should possess skills in Finance and Investments to analyze portfolios and recommend appropriate products and solutions.
• Candidates should possess skills in Retirement Planning to design long-term plans that support clients’ income and lifestyle goals.
• Strong analytical, problem-solving, and quantitative skills, with attention to detail and sound judgment.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in clear, accessible language.
• Ability to build trust-based relationships, manage multiple client engagements, and work independently in an on-site environment.
• Relevant licenses (such as FINRA Series 6/7 and 63/65 or 66) and applicable state insurance licenses, or willingness and ability to obtain them within established timeframes.
• Bachelor’s degree in Finance, Economics, Business, or a related field is preferred; prior experience in financial services or advisory roles is beneficial.