Junior Financial Advisor — Flexible Schedule & Growth

New York Life Insurance - Hudson Valley; Town of Fishkill (NY); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Dental insurance

Donation matching

Employee discounts

Flexible schedule

Free food & snacks

Health insurance

Opportunity for advancement

Training & development

Tuition assistance

Vision insurance

Wellness resources

Job summary

New York Life Insurance - Hudson Valley is seeking an Entry Level Financial Advisor to help clients achieve their financial goals through tailored strategies in insurance, investments, and retirement planning.

You will conduct needs analyses, build long-term client relationships, and participate in ongoing training in a supportive community environment. Flexible work options offered to accommodate diverse schedules.

Qualifications

• Bachelor's degree preferred in finance, business, or related field.
• Strong communication and interpersonal skills to engage with clients.
• Ability to work independently and in a team in a fast-paced environment.
• Desire to learn and grow in financial services.
• Previous sales or customer service experience is a plus.
• Licenses in Life and Health Insurance preferred or to be obtained shortly after hiring.
• Proficiency in MS Office and CRM software.
• Strong ethics and client confidentiality.

Responsibilities

• Assist clients in identifying financial goals and tailoring strategies.
• Provide guidance on insurance products, investments, and retirement planning.
• Conduct comprehensive financial needs analyses.
• Build and maintain strong client relationships with excellent service and follow-up.
• Stay updated on industry trends and regulatory changes to provide informed advice.
• Participate in ongoing training and development programs.
• Collaborate with team members to share insights and best practices.
• Use CRM tools to track interactions and manage pipeline.

Skills

Fluency in Spanish/Vietnamese/Chinese

Education

Bachelor's degree in finance/business/related field

Tools

Microsoft Office Suite

CRM software

Job description

New York Life Insurance - Hudson Valley is seeking an Entry Level Financial Advisor to help clients achieve their financial goals through tailored strategies in insurance, investments, and retirement planning.

You will conduct needs analyses, build long-term client relationships, and participate in ongoing training in a supportive community environment. Flexible work options offered to accommodate diverse schedules.