Financial Wellness & Retirement Advisor

New York Life

Denver (CO)

Hybrid

USD 76,000 - 107,000

Full time

14 days+

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Benefits offered by this job

Comprehensive training

Mentorship

Hybrid work

Career advancement

Access to financial products

Performance-based pay

Job summary

New York Life in Denver is seeking Financial Services Professionals to help individuals and families make informed financial decisions. You will connect with clients, discuss needs, and provide solutions to help achieve financial security.

The role offers a comprehensive training program, mentorship, and a hybrid work environment with career advancement opportunities. Compensation ranges reflect performance and business development efforts.

Qualifications

Bachelor's degree preferred.
Sales, customer-facing, or financial services experience preferred.
Strong interpersonal and communication skills.
Goal‑oriented and motivated to succeed.
Ability to work independently while collaborating with a team.
Licensing experience is helpful but not required.

Responsibilities

Connect with prospective clients and build lasting professional relationships.
Conduct financial needs discussions and identify appropriate solutions.
Educate clients on products and services that support their financial objectives.
Assist clients with retirement planning, protection strategies, and wealth-building goals.
Maintain consistent follow-up and ongoing client support.
Participate in training, licensing, and professional development programs.