Independent Financial Advisor & Planner

New York Life (Minnesota); Edina (MN); On-site; USD 65,000 - 95,000; Full time

Job summary

New York Life Insurance Company is seeking experienced financial professionals to join a trusted firm focused on insurance and investments. The role emphasizes building client relationships, helping clients plan for financial futures, and leveraging a strong support network and training programs.

We seek highly self-motivated individuals with excellent communication, organization, and a commitment to continuous learning to serve communities with prudent financial guidance.

Qualifications

• Highly self-motivated and self-disciplined with the ability to work effectively and independently.
• Outgoing personality with the ability to develop relationships and a sincere desire to help others.
• Fearless, positive attitude and willingness to be accountable for results.
• Organized, detail-oriented, and excellent time-management skills.
• Desire for continuous learning.
• Good communicator—you have excellent listening skills and the ability to explain complex information in a simple and concise manner.

Responsibilities

• Build and manage client relationships to align with long-term financial goals.
• Assist clients with life insurance, annuities, mutual funds, and other financial products.
• Support community engagement and help clients plan for their financial futures.

Skills

Self-motivation

People skills

Time management

Communication

Learning mindset

Job description

New York Life Insurance Company is seeking experienced financial professionals to join a trusted firm focused on insurance and investments. The role emphasizes building client relationships, helping clients plan for financial futures, and leveraging a strong support network and training programs.

We seek highly self-motivated individuals with excellent communication, organization, and a commitment to continuous learning to serve communities with prudent financial guidance.