Wealth Advisor | Retirement & Investment Planning

NYLIFE Securities LLC; Eugene (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

NYLIFE Securities LLC, a subsidiary of New York Life Insurance Company, is seeking a Financial Advisor in Eugene, OR. You will meet with clients to assess goals, risk tolerance, and financial situations, and develop tailored plans across retirement, wealth management, and investment options.

Daily duties include presenting proposals, educating clients on products, maintaining compliance records, and engaging in business development to grow a robust client base on-site.

Qualifications

• Bachelor’s degree preferred; regulatory licenses required or willingness to obtain.
• FINRA licenses (6/7 and 63/65 or 66) and state insurance licenses where applicable.
• Experience in financial services or advisory roles is beneficial.

Responsibilities

• Meet with clients to assess financial goals and risk tolerance.
• Develop tailored financial plans and investment strategies.
• Provide guidance on retirement planning and wealth management.
• Educate clients on financial products and services and present proposals.
• Maintain detailed regulatory records and participate in business development to grow the client base.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Analytical skills

Communication

Client relationships

Independence on-site

Education

Bachelor’s degree in Finance, Economics, Business

FINRA licenses (6/7 and 63/65 or 66) and state insurance licenses

Job description

NYLIFE Securities LLC, a subsidiary of New York Life Insurance Company, is seeking a Financial Advisor in Eugene, OR. You will meet with clients to assess goals, risk tolerance, and financial situations, and develop tailored plans across retirement, wealth management, and investment options.

Daily duties include presenting proposals, educating clients on products, maintaining compliance records, and engaging in business development to grow a robust client base on-site.