Financial Advisor

New York Life; Latham (NY); On-site; USD 65,000 - 110,000; Full time

Job summary

New York Life in Latham, NY seeks a Financial Advisor to develop and implement comprehensive financial strategies for clients. You will meet with clients to assess goals, analyze finances, and recommend solutions across insurance, investments, retirement, and advisory products.

You will build long-term relationships, conduct regular reviews, stay current with regulations and market trends, and collaborate with internal teams on business development and client service.

Qualifications

• Strong financial planning and advisory capabilities to craft client-focused strategies.
• Knowledge of finance, investments, risk, and portfolio construction.
• License or willingness to obtain state insurance, FINRA, or investment advisory credentials.
• Bachelor’s degree in finance, business, economics, or related field preferred; equivalent experience valued.

Responsibilities

• Meet with clients to assess goals and analyze current financial situations.
• Recommend solutions across insurance, investments, retirement and advisory products.
• Prepare personalized financial plans and monitor portfolio performance.
• Build and maintain long-term client relationships and conduct ongoing reviews.
• Stay current with financial regulations, product offerings and industry trends.
• Collaborate with internal teams and engage in business development and community involvement.

Skills

Financial planning

Financial advisory

Client relationships

Communication

Analytical skills

Education

Bachelor's degree

Job description

Company Description

New York Life is a mutual company with more than 180 years of experience helping individuals and families achieve long-term financial milestones through insurance, investments, retirement, and advisory services. The organization emphasizes transparency, integrity, and objectivity, and is deeply committed to community engagement through the New York Life Foundation and a culture of giving and volunteerism. Team members benefit from a workplace that values professional development, career growth, collaboration, innovation, and diversity and inclusion. Investment products are offered through NYLIFE Securities LLC and advisory services through Eagle Strategies LLC, both New York Life companies, with appropriate licensing and disclosures required for associated professionals. New York Life is an Equal Opportunity Employer, welcoming applicants of all backgrounds and identities.

Role Description

The Financial Advisor will work on-site in Latham, NY in a full-time capacity, helping clients develop and implement comprehensive financial strategies. Day-to-day responsibilities include meeting with clients to assess their goals, analyzing current financial situations, and recommending solutions across insurance, investment, retirement, and advisory products. The role involves preparing personalized financial plans, monitoring portfolio performance, and adjusting strategies as client needs or market conditions change. The Financial Advisor will also build and maintain long-term client relationships, conduct ongoing reviews, and stay current with financial regulations, product offerings, and industry trends. Additional activities include collaborating with internal teams, participating in training and development programs, and engaging in business development through networking and community involvement.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills, with the ability to develop comprehensive, client-centered strategies.
• Candidates should possess solid Finance and Investments knowledge, including familiarity with various asset classes, risk management, and portfolio construction.
• Candidates should possess Retirement Planning expertise, including retirement income strategies, tax considerations, and long-term savings solutions.
• Candidates should possess excellent communication, interpersonal, and relationship-building skills to explain complex concepts clearly and build trust with diverse clients.
• Candidates should possess strong analytical, problem-solving, and organizational skills, with attention to detail and the ability to manage multiple client engagements.
• Relevant licenses (such as state insurance license, FINRA registrations, or investment advisory credentials) or the willingness and ability to obtain them within specified timeframes.
• Bachelor’s degree in finance, business, economics, or a related field is preferred; equivalent experience in financial services or advisory roles is also valued.
• Demonstrated commitment to ethical conduct, regulatory compliance, and ongoing professional development in the financial services industry.