Financial Services Professional - Advisor

New York Life - Greater DC

North Bethesda (MD)

On-site

USD 100,000 - 150,000

Full time

5 days ago

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Job summary

New York Life North Bethesda is seeking a Financial Services Professional - Advisor to work with clients in Maryland and the Greater DC area. You will guide clients through financial milestones, design plans, and deliver tailored solutions using a broad range of products.

This role offers training, resources, and a path to build your own practice within a Fortune 100 company, with compensation based on plan earnings and strong opportunity for growth.

Qualifications

Driven and self-motivated with the ability to set and pursue goals.
Relationship-oriented with aptitude for connecting and building trust.
Coachable and growth-minded, eager to learn and improve.
Strong communication skills in verbal and written form.
Committed to ethical practices and client-first guidance.

Responsibilities

Design customized financial plans based on life changes and goals.
Identify prospects and build relationships with new clients as a trusted advisor.
Collect client financial data to determine goals, status, and expectations.
Research and provide financial advice aligned with risk tolerance and objectives.
Assist clients in implementing recommendations like life insurance and investments.

Skills

Relationship building

Strong communication

Self-motivated

Networking

Integrity

Job description

Financial Services Professional - Advisor

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

About this position

Driven to succeed? Build something that lasts.

New York Life has helped individuals, families, and businesses navigate their financial futures through changing markets and generations. You’ll work directly with clients to help them protect what matters most, prepare for life’s opportunities and challenges, and develop strategies designed around the goals they want to achieve.

As a New York Life financial professional, you have the opportunity to do more than build a career—you can build your own financial practice, make a meaningful impact, and create a future driven by your ambition.

And while you’re building something of your own, you’re not building it alone. You’ll have the strength, resources, training, and support of a Fortune 100 company with a history of over 181 years behind you.

If you’re driven, resilient, and ready for a career where your effort can shape your growth, let’s start a conversation.

Build Relationships. Make an Impact. Grow Your Practice.

Guide clients through important financial milestones, from developing a plan and putting strategies into action to adapting as their needs and circumstances evolve.
Build and grow your own client base through networking, referrals, community involvement, and meaningful professional relationships.
Provide personalized financial guidance around key priorities such as retirement planning, protection strategies, education funding, tax diversification, and estate planning.
Deliver tailored solutions using a broad range of insurance and financial products aligned with each client’s individual needs and objectives.
Become a trusted presence in your community by cultivating relationships and building a personal brand grounded in integrity, professionalism, and a genuine commitment to helping others.
Be active in your professional network. Get to know and build relationships with other professionals whose expertise can complement the work you do with clients.

This is an opportunity to build more than a client base—it’s an opportunity to build relationships, develop a reputation, and create a financial practice that can grow with you.

What Sets This Role Apart:

You have the opportunity to 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 and grow your own practice while creating a career path that can evolve with you. Following the initial training and development period, agents have opportunities to continue building their practices, pursue specialized markets, and even explore leadership opportunities. Where you take your career is up to you.
Training & Development: The New York Life training program is a blended learning system with your development in mind. Structured onboarding, licensing support, and comprehensive training designed to help you build a strong foundation. Ongoing coaching, professional development, and opportunities for eligible agents to pursue approved professional credentials help our representatives achieve their career goals.
Resources & Tools: Digital, social, web, and email tools can help you expand your reach, strengthen relationships, and grow your practice. In addition to the experience and institutional knowledge of established professionals, proven best practices, and a suite of sales, prospecting, and marketing resources.
Broad Product Solutions: Help clients address a wide range of financial needs through solutions offered by New York Life and its subsidiaries, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ offered through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency. This breadth allows you to develop strategies tailored to your clients’ goals, priorities, and evolving needs.
Multiple Paths for Growth: You can explore specialized paths with the support of established practice models that also help you earn designations through the American College of Financial Services. You can also pursue leadership opportunities or, if qualified, choose a path toward becoming a financial advisor with Eagle Strategies LLC, New York Life’s registered investment adviser, and offer advisory services.²

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:

Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
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

Build Trust. Create Value. Grow Your Impact.

Understand what matters most. Get to know your clients, their families, priorities, and aspirations through thoughtful conversations and comprehensive fact-finding that creates a clear picture of where they are and where they want to go.
Help clients prepare for what’s ahead. Educate clients on strategies designed 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 building your expertise. Expand your industry knowledge through New York Life’s training curriculum and opportunities to pursue applicable professional education and credentials through The American College of Financial Services.
Use technology to grow your reach. Leverage available marketing, social media, digital, and AI-enabled tools to identify prospective clients, strengthen your presence, and create new opportunities for connection.
Be there when it matters most. Build relationships that extend beyond a transaction—becoming a trusted resource clients can turn to as their lives, needs, and goals evolve.

Qualifications:

Who Thrives in This Career

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

Driven and self-motivated 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, with a desire to continually learn, develop, and improve
Strong communicators with effective verbal, written, and interpersonal skills
Committed to integrity and doing what’s right for clients
Passionate about helping others achieve greater financial confidence and pursue their goals
Organized and disciplined, with the ability to manage priorities, time, and follow-through effectively
Resilient and adaptable, with the ability to navigate challenges and stay focused on long-term objectives
Forward-thinking in mindset, with an interest in building relationships, creating opportunities, and growing a practice over time
A valid life and health insurance license is preferred, or a willingness to obtain the required licensing within 30 days

You don’t need to know everything on day one. You do need the drive to learn, the discipline to grow, and the determination to build something meaningful.

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: