Financial Advisor

New York Life; Las Vegas (NV); Hybrid; USD 65,000 - 105,000; Full time

Job summary

New York Life Insurance Company seeks a Hybrid Financial Advisor in Las Vegas, NV. You will collaborate with clients to assess financial goals and craft personalized strategies, including retirement planning and investments. This role emphasizes client interaction, market analysis, and delivering comprehensive advisory services.

Ideal candidates have a Finance/Economics/Business background, strong communication skills, and ability to work both independently and with a team in a hybrid setup.

Qualifications

• Proven ability to develop personalized financial plans for clients
• Experience in retirement planning and investment advisory
• Strong interpersonal and communication skills to build trust with clients

Responsibilities

• Provide expert financial planning and advisory services to clients
• Offer retirement planning guidance and insights on investments
• Develop personalized strategies to meet client financial goals
• Engage regularly with clients and conduct market analyses to inform recommendations
• Stay current with market trends and regulatory changes

Skills

Financial Planning

Retirement Planning

Investments & Portfolio Management

Interpersonal Skills

Hybrid/Independent Work

Client Advisory

Communication

Team Collaboration

Independent Work

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Job description

New York Life Insurance Company has been a trusted financial partner for over 180 years, offering insurance, investments, retirement, and advisory services. As a mutual company, we prioritize transparency, integrity, and community impact with initiatives such as the New York Life Foundation. We are dedicated to fostering growth, innovation, diversity, and inclusion, providing opportunities for professional and personal development. New York Life is an Equal Opportunity Employer, promoting a culture of giving and empowering employees to make a difference. Advisory services are provided through Eagle Strategies LLC, a registered investment adviser, and investment products are offered through NYLIFE Securities LLC.

Role Description

This is a hybrid, full-time Financial Advisor role based in Las Vegas, NV, with some flexibility for remote work. The Financial Advisor will collaborate with clients to assess their financial goals and develop personalized strategies to achieve them. Key responsibilities include providing expert financial planning, offering retirement planning advice, guiding investments, and delivering comprehensive financial advisory services. The role also involves regular client interaction, conducting analyses, and staying current with market trends to provide informed recommendations.

Qualifications

• Proficiency in Financial Planning and Retirement Planning; ability to assess and address client financial goals
• Strong expertise in Investments and Finance, with a focus on market trends and portfolio management
• Experience in Financial Advisory, demonstrating a client-focused approach to delivering strategic guidance
• Excellent interpersonal and communication skills to build trust and maintain long-lasting client relationships
• Proven ability to work both independently and collaboratively in a hybrid environment
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Licensing in securities and insurance is required or must be obtained within a specified period
• Prior experience in financial services or a related industry is preferred