Financial Services Professional

New York Life; Anaheim (CA); Hybrid; USD 60,000 - 90,000; Full time

Job summary

New York Life in Anaheim, CA is seeking a full-time, hybrid advisor to help individuals and families develop insurance, investment, and retirement strategies aligned with the company’s offerings.

The role emphasizes meeting clients, conducting needs assessments, presenting suitable options, and maintaining ongoing relationships while training on company tools, systems, and compliance guidelines. On-site presence twice weekly is required.

Qualifications

• Strong interpersonal and communication skills including active listening and relationship-building.
• Customer service and client advisory skills with focus on understanding client needs and maintaining long-term relationships.
• Basic financial literacy and analytical ability to learn product details and interpret financial information.
• Organizational and time-management skills for scheduling client appointments and keeping records.
• Adaptability and willingness to participate in ongoing training and professional development.
• Bachelor’s degree in business, finance, economics, or related field recommended; licensing may be required.
• On-site work in Anaheim, CA twice a week (Mon and Wed) and licensing support provided by the company.

Responsibilities

• Meet with clients to understand their financial needs and offer advice.
• Conduct financial needs assessments and present suitable product options.
• Maintain ongoing relationships with clients through regular follow-up and service.
• Learn and apply company tools, systems, and compliance guidelines; collaborate with team.

Skills

Interpersonal communication

Client advisory

Active listening

Financial literacy

Organizational skills

Learning agility

Education

Bachelor’s degree in business/finance/economics

High school diploma

Job description

Company Description

New York Life is a mutual company with over 180 years of experience helping individuals and families achieve long-term financial milestones through insurance, investments, retirement, and advisory services. The company is known for its commitment to transparency, integrity, and objectivity, and actively supports local communities through the New York Life Foundation and a strong culture of giving and volunteerism. Team members benefit from a workplace that prioritizes professional development, career growth, collaboration, innovation, and diversity and inclusion. New York Life offers structured programs and resources to help individuals grow both personally and professionally. The company is an Equal Opportunity Employer and welcomes candidates of all backgrounds and identities.

Role Description

This is a full-time, hybrid role based in the General Office in Anaheim, CA. The candidate will work with individuals and families to understand their financial needs and help them develop strategies for insurance, investments, retirement planning, and other advisory services in alignment with New York Life’s offerings. Day-to-day responsibilities typically include meeting with clients, conducting financial needs assessments, presenting suitable product options, and maintaining ongoing relationships through regular follow-up and service. The role also involves learning and applying company tools, systems, and compliance guidelines, collaborating with team members, and participating in training and development programs. The candidate will be expected to build a professional presence in the community and contribute to a culture of integrity, customer focus, and continuous improvement.

Qualifications

• Candidates should possess strong interpersonal and communication skills, including active listening, clear presentation abilities, and relationship-building capabilities.
• Candidates should possess customer service and client advisory skills, with a focus on understanding client needs, providing appropriate solutions, and maintaining long-term client relationships.
• Candidates should possess basic financial literacy and analytical skills, including the ability to learn product details and interpret financial information to support client recommendations.
• Candidates should possess organizational and time management skills, such as prioritizing tasks, managing client appointments, and maintaining accurate records.
• Candidates should possess adaptability and learning agility, with a willingness to participate in ongoing training and professional development programs.
• High school diploma required; bachelor’s degree in business, finance, economics, or a related field is beneficial.
• Ability to work on-site in Anaheim, CA twice a week (Monday and Wednesday) and maintain appropriate professional licensing as required for insurance and financial services (or willingness to obtain licenses with company support).
• Demonstrated integrity, reliability, and commitment to diversity, inclusion, and ethical conduct in all client and team interactions.