Financial Advisor

Recruvio; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health, dental, and life

401(k) with company matching

Professional development and training

Mentorship from senior team members

Clear promotion pathways

Job summary

New York Life in Miami, FL seeks a Financial Advisor to guide clients with tailored retirement, investing, insurance, and cash-flow plans. You will monitor portfolios and ensure regulatory compliance while delivering exceptional client service.

Join a large team with 10,000+ employees, strong development opportunities, and a compensation package featuring a base salary plus commission. You’ll work with individuals and families to build comprehensive strategies and long-term relationships.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 2+ years of experience in financial services or client-facing sales.
• Series 7 and Series 66 licenses (or ability to obtain within 90 days).

Responsibilities

• Develop comprehensive financial plans for clients based on goals and risk tolerance.
• Monitor and review client portfolios regularly to ensure alignment with objectives.
• Provide ongoing financial education and guidance to clients.
• Build and maintain strong client relationships through regular communication.
• Stay current with market trends, regulations, and industry best practices.
• Collaborate with team members to deliver exceptional client service.

Skills

Analytical skills

Excellent communication

Interpersonal skills

CRM proficiency

Education

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

Tools

CRM systems

Financial planning software

Job description

Guide clients with tailored plans for retirement, investing, insurance, and cash flow; monitor portfolios and stay compliant.

This Financial Advisor position represents an exceptional opportunity to advance your career in financewhile making a meaningful impact at New York Life. You'll be joining a dynamic team where your expertise will directly contribute to the company's growth and success in the Financial Services & Insurance.

With 10,000+ employees and a commitment to professional development, this role offers the perfect blend of challenge, growth potential, and work-life balance. Whether you're looking to deepen your technical skills, expand your leadership capabilities, or drive strategic initiatives, this position provides the platform to achieve your career goals.

About This Role

Join our growing team of financial advisors helping clients achieve their financial goals. You'll work with individuals and families to create comprehensive financial strategies covering retirement planning, investment management, insurance solutions, and estate planning.

Key Responsibilities

• Develop comprehensive financial plans for clients based on their goals and risk tolerance
• Monitor and review client portfolios regularly to ensure alignment with objectives
• Provide ongoing financial education and guidance to clients
• Build and maintain strong client relationships through regular communication
• Stay current with market trends, regulations, and industry best practices
• Collaborate with team members to deliver exceptional client service

Requirements

• Bachelor's degree in Finance, Business, Economics, or related field
• 2+ years of experience in financial services or client-facing sales role
• Series 7 and Series 66 licenses (or ability to obtain within 90 days)
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in financial planning software and CRM systems

Nice to Have

• Experience with high-net-worth clients
• Previous experience in insurance or investment products
• Competitive base salary plus commission structure
• Comprehensive health, dental, and vision insurance
• 401(k) with company matching
• Professional development and continuing education support
• Life and disability insurance
• Company: New York Life
• Location: Miami, FL
• Remote: YesCategory: Finance
• Type: Full-time
• Experience: 2-5 years

About New York Life

New York Life is a Fortune 100 company founded in 1845, providing life insurance, retirement, and investment products to millions of Americans.

At New York Life, we believe in investing in our people. This Financial Advisor role offers numerous opportunities for professional growth and skill development within our Financial Services & Insurance environment.

• Access to industry conferences and workshops
• Internal training programs and skill-building sessions
• Mentorship from senior team members
• Clear promotion pathways and performance reviews
• Opportunity to build and lead teams
• Recognition and rewards for outstanding performance

Application Process

We've streamlined our hiring process to respect your time while ensuring the right fit for both you and our team. Here's what you can expect when you apply for this Financial Advisor position:

1

Application Review

Initial screening within 48 hours

2

Phone Interview

30-minute conversation with HR

3

Technical/Team Interview

Meet your potential colleagues

4

Final Decision

Offer or feedback within 24 hours

Ready to Apply?

Submit your application and we'll connect you directly with the hiring team. Our recruiters will guide you through every step of the process and provide feedback regardless of the outcome.

Questions about this role? Email us at [e-mail] or call [phone]