Junior Financial Advisor — Training & Client Impact

NewYorkLife/ NYLIFE Securities LLC; Lafayette (LA); On-site; USD 40,000 - 60,000; Full time

Job summary

New York Life is seeking an Entry-Level Financial Advisor in Lafayette, LA. You will begin in a structured training program, learning to guide clients toward financial goals and build lasting relationships.

The role emphasizes clear communication, ongoing education, and a collaborative team environment to deliver tailored insurance and investment solutions. You will develop professional skills, gain industry insights, and contribute to client success while advancing within a company with a 180+

Qualifications

• Experience in customer service or sales with ability to explain financial concepts clearly.
• Proven ability to build and maintain client relationships and trust.
• Strong analytical mindset and willingness to learn industry trends and regulatory changes.

Responsibilities

• Guide clients in understanding their financial goals and develop personalized strategies to achieve them.
• Build and maintain strong, trusting relationships with clients and their needs.
• Conduct financial assessments to identify opportunities for growth and protection.
• Collaborate with team members to share insights and strategies.
• Stay informed about industry trends and regulatory changes to provide current advice.
• Educate clients on insurance and investment products to empower informed decisions.
• Track client progress and adjust strategies to ensure continued success.

Skills

Customer service

Sales experience

Communication skills

Financial concepts

Relationship building

Analytical skills

Team collaboration

Digital tools

Education

Bachelor's degree in finance or related field

Tools

CRM software

Financial planning tools

Job description

New York Life is seeking an Entry-Level Financial Advisor in Lafayette, LA. You will begin in a structured training program, learning to guide clients toward financial goals and build lasting relationships.

The role emphasizes clear communication, ongoing education, and a collaborative team environment to deliver tailored insurance and investment solutions. You will develop professional skills, gain industry insights, and contribute to client success while advancing within a company with a 180+