Senior Financial Advisor: Growth, Training & Impact

New York Life Insurance Co.; Des Moines (IA); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Long-term disability

Group term life insurance

Job summary

New York Life Insurance Co. in Des Moines seeks an Experienced Financial Advisor to build lasting client relationships, evaluate financial situations, and create personalized strategies to protect and grow clients' financial well‑being.

With comprehensive training and access to industry‑leading resources, you will guide clients through insurance and investment options, while staying compliant with regulations and delivering superior service.

Qualifications

• Experience in financial advising with a proven client relationships track record.
• Ability to assess financial situations and develop personalized strategies.
• Proven ability to communicate complex financial concepts clearly.
• Strong knowledge of insurance and investment products.
• Willingness to stay updated on industry trends and regulations.
• Experience collaborating with colleagues to deliver financial planning services.
• Ability to lead client meetings and presentations with confidence.

Responsibilities

• Develop and maintain strong relationships to understand clients' financial goals.
• Conduct comprehensive financial assessments to tailor strategies.
• Provide guidance on insurance and investment products.
• Stay informed on industry trends and regulatory changes.
• Collaborate with colleagues to deliver comprehensive financial planning.
• Monitor progress and adjust strategies to meet goals.
• Educate clients on financial planning principles for informed decisions.

Skills

Experience in financial advising

Client relationship building

Ability to explain complex financials

Access to resources and training

Communication and presentation skills

Job description

New York Life Insurance Co. in Des Moines seeks an Experienced Financial Advisor to build lasting client relationships, evaluate financial situations, and create personalized strategies to protect and grow clients' financial well‑being.

With comprehensive training and access to industry‑leading resources, you will guide clients through insurance and investment options, while staying compliant with regulations and delivering superior service.