Hybrid Financial Advisor: Retirement & Wealth Planning

New York Life Insurance Co.; Ridgeland (MS); Hybrid; USD 60,000 - 90,000; Full time

Job summary

New York Life Insurance Co. is seeking a Financial Services Professional for a full-time, hybrid role based in Ridgeland, MS, with flexible work-from-home options.

You will meet with clients to assess financial goals and provide guidance across insurance, investments, and retirement planning. Responsibilities include developing personalized strategies, presenting suitable solutions, and reviewing plans regularly while building a growing client base and collaborating with internal teams to stay

Qualifications

• Knowledge or strong interest in Financial Planning and Financial Services.
• Ability to guide clients through Retirement Planning.
• Excellent communication and presentation of information.
• Education or experience in business, finance, economics, or a related field preferred.
• Commitment to ethical standards, client-focused service, and regulatory compliance.
• Ability to work independently and build a client base through networking.
• Willingness to obtain and maintain applicable licenses (insurance & securities).
• Comfort with using digital tools, CRM systems, and virtual meeting platforms.

Responsibilities

• Meet with clients to understand financial goals and provide guidance across insurance, investments, and retirement planning.
• Develop personalized financial strategies and present suitable product solutions.
• Regularly review clients’ plans to adapt to changing needs and maintain relationships.
• Build and maintain a growing book of business and collaborate with internal teams.
• Stay informed on industry trends, compliance and New York Life offerings; participate in training.
• Provide ongoing training and professional development support to grow practice.

Skills

Financial Planning

Retirement Planning

Client Communication

Networking

Independent Work

Licensing Readiness

CRM & Digital Tools

Education

Background in Business/Finance/Economics

Tools

CRM Systems

Virtual Meeting Platforms

Job description

New York Life Insurance Co. is seeking a Financial Services Professional for a full-time, hybrid role based in Ridgeland, MS, with flexible work-from-home options.

You will meet with clients to assess financial goals and provide guidance across insurance, investments, and retirement planning. Responsibilities include developing personalized strategies, presenting suitable solutions, and reviewing plans regularly while building a growing client base and collaborating with internal teams to stay