Financial Services Professional - Advisor

New York Life - Greater DC

North Bethesda (MD)

On-site

USD 90,000 - 110,000

Full time

42 hours ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Licensing support

401(k) with company match

Pension

Job summary

New York Life - Greater DC is seeking a Financial Services Professional – Advisor in North Bethesda, MD. You will research and provide financial strategies, help clients implement plans, and educate on long-term planning.

You’ll build client relationships, and leverage digital tools to expand your practice. The role emphasizes ownership of your path, training, licensing support, and a broad suite of products from life insurance to retirement strategies.

Qualifications

We’re looking for individuals who are motivated by growth, energized by building relationships, and ready to take ownership of their future.
Driven, with the determination to set goals and follow through.
Relationship-oriented, with the ability to connect, build trust, and communicate effectively with a wide range of people.
Coachable and growth-minded.
Strong communicators.
Highest level of integrity.
Passionate about helping others.
Organized and disciplined, with the ability to manage priorities, time, and self-accountability.
Resilient and adaptable.
Community-minded, ability to be involved in the community and building effective relationships within the business community.
Valid life and health insurance license, or a willingness to obtain the required licensing within 30 days.

Responsibilities

Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Understand what matters most. Get to know your clients, their families, priorities, and aspirations through effective conversations and comprehensive fact-finding to create a clear picture of where they are and where they want to go.
Help clients prepare for what’s ahead. Educate clients on strategies to help them pursue their goals while preparing for the unexpected events and changing circumstances life can bring.
Put the client at the center. Develop strategies and recommendations based on each client’s individual financial circumstances, priorities, and objectives—with their best interests guiding the conversation.
Turn relationships into opportunities. Grow your network authentically by getting involved in your community and building connections through social, professional, and community organizations.
Keep learning. Expand your industry knowledge through continuing education and opportunities to pursue financial designations and specializations through The American College of Financial Services.
Leverage technology, marketing, social media, and digital tools to strengthen your presence and create new opportunities.

Skills

Driven

Relationship-oriented

Coachable and growth-minded

Strong communicators

Integrity

Helping others

Organized and disciplined

Resilient and adaptable

Community-minded

Life and health insurance license

Job description

Financial Services Professional - Advisor

New York Life - Greater DC North Bethesda, Maryland, United States

About this position

Career With Purpose and Impact.

The most rewarding careers are about more than personal success. They're about helping people make decisions, navigate life's uncertainties, and create a stronger future for themselves and the people they care about. For over 181 years, New York Life has earned the trust of generations of clients by providing strength, stability, and guidance through every stage of life.

At New York Life, you'll have the opportunity to work with clients while making a meaningful difference in the lives of clients, families, and business owners. Every day, you'll help people prepare for what's next, protect what matters most, and pursue their financial goals with confidence.

You'll have the independence to grow your own practice, the flexibility to define your success, and the backing of a Fortune 100 company committed to helping you thrive.

Why People Choose This Career

Because it offers something increasingly rare:

The ability to own your success
The freedom to build a career around your strengths
The opportunity to make a meaningful impact on people's lives
Unlimited growth potential
The support of a company with a long-standing reputation for financial strength and integrity

This isn't simply a sales role. It's an opportunity to become a trusted resource, community leader, business owner, and financial advocate for the people you serve.

Build a career and practice that reflects your ambition, strengths, and goals—with the training, resources, and support of New York Life behind you.

Control Your Career Path: Build a career path that can evolve with you. Agents can pursue specialized markets, paths, and leadership opportunities. Where you take your career is up to you.
Training & Development: The New York Life training program, structured onboarding, licensing support, and comprehensive coaching are designed to help you build a strong foundation.
Resources & Tools: Digital, social, web, and email tools can help you expand your reach, strengthen relationships, and grow your practice.
Broad Product Solutions: A wide range of financial needs through solutions offered by New York Life and its subsidiaries, from protection to wealth accumulation to retirement strategies. This breadth allows you to develop strategies tailored to your clients’ goals, priorities, and evolving needs.
Multiple Paths for Growth: Explore specialized paths that also help you earn designations through the American College of Financial Services.

Your ambition drives the direction. Our training, resources, and support help you build toward it.

Compensation - Benefits

You have the power to determine your own income with our commission-based compensation³. Individual agent performance will determine your income. There are training subsidies available for qualified agents in your early stages.

Benefits for eligible full-time agents include medical, dental, life, and long-term disability coverages, 401(k)with a company match, and pension⁵

For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits

Compensation:

$100,000+ at plan earnings

Responsibilities:

Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Understand what matters most. Get to know your clients, their families, priorities, and aspirations through effective conversations and comprehensive fact-finding to create a clear picture of where they are and where they want to go.
Help clients prepare for what’s ahead. Educate clients on strategies to help them pursue their goals while preparing for the unexpected events and changing circumstances life can bring.
Put the client at the center. Develop strategies and recommendations based on each client’s individual financial circumstances, priorities, and objectives—with their best interests guiding the conversation.
Turn relationships into opportunities. Grow your network authentically by getting involved in your community and building connections through social, professional, and community organizations.
Keep learning. Expand your industry knowledge through continuing education and opportunities to pursue financial designations and specializations through The American College of Financial Services.
Leverage technology, marketing, social media, and digital tools to strengthen your presence and create new opportunities.

Qualifications:

We’re looking for individuals who are motivated by growth, energized by building relationships, and ready to take ownership of their future.

Driven, with the determination to set goals and follow through
Relationship-oriented, with the ability to connect, build trust, and communicate effectively with a wide range of people
Coachable and growth-minded
Strong communicators
Highest level of integrity
Passionate about helping others
Organized and disciplined, with the ability to manage priorities, time, and self-accountability
Resilient and adaptable. Navigate challenges and stay focused on long-term objectives
Community-minded, ability to be involved in the community and building effecting relationships within the business community.
Valid life and health insurance license, or a willingness to obtain the required licensing within 30 days

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We’re proud to be recognized by the following organizations:¹⁰