Licensed Financial Advisor - Life & Health Insurance

WizeHire, Inc; Westborough (MA); On-site; USD 115,000 - 150,000; Full time

Job summary

Join a leading financial advisory team at NYL - Boston as a Licensed Financial Advisor. This role focuses on building long-term relationships with clients, delivering personalized financial advice, and developing tailored financial strategies to help individuals achieve financial security. You'll thrive in a supportive environment that promotes ongoing education and career growth, leveraging industry-leading tools and mentorship.

Qualifications

• Licensed financial advisor with life insurance license.
• Proficient in financial planning software.
• Strong analytical and communication skills required.

Responsibilities

• Develop personalized financial plans based on individual client goals.
• Conduct regular reviews of client portfolios to ensure alignment with financial objectives.
• Provide expert financial advice on a range of products.

Skills

Analytical skills

Communication

Interpersonal skills

Problem-solving

Prospecting

Education

Life insurance license

Health, SIE, and Series 6 (Preferred)

Tools

Financial planning software

Job description

Are you a Licensed Financial Advisor passionate about making a lasting difference in people’s lives? Join our team at NYL - Boston, where you’ll work alongside a group of dedicated financial professionals committed to guiding clients toward long-term financial success and security. This is more than a job — it’s a chance to build meaningful relationships and help individuals and families achieve peace of mind about their financial future. What You’ll Do: • Deliver personalized financial advice and solutions • Develop and implement custom financial strategies • Build long-term client relationships built on trust, transparency, and service • Stay up to date on financial products, market trends, and regulatory changes What Sets Us Apart: • A culture rooted in integrity, professionalism, and client-first values • Supportive environment for ongoing education and career growth • Access to industry-leading tools, training, and mentorship Responsibilities: • Develop personalized financial plans for clients based on their individual goals and risk tolerance • Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives • Provide expert advice on a wide range of financial products and services to help clients make informed decisions • Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients Qualifications: • Have a life insurance license (required) • Health, SIE, and Series 6 Preferred but not required • Proficient in financial planning software • Strong analytical and problem-solving skills • Excellent communication and interpersonal skills • Expertise in maintaining and growing client portfolios • Ability to conduct client discovery meetings and regular financial reviews • Skilled in prospecting, lead generation, and referral development • Comfortable with setting and achieving sales targets Compensation: $115,000 - $150,000 yearly

• Develop personalized financial plans for clients based on their individual goals and risk tolerance • Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives • Provide expert advice on a wide range of financial products and services to help clients make informed decisions • Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients • Build and maintain strong relationships with clients to foster trust and loyalty in the financial advisor-client partnership

Compensation:
$115,000-$150,000 per year