Financial Consultant

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

New York Life Insurance Company is seeking an eager, strategic, and definitive financial advisor for an entry-level position that offers room for growth. The role focuses on helping clients identify and achieve their financial goals through various planning services such as risk management, estate planning, and investment management.


Responsibilities

  • Help clients identify and achieve their financial goals through a variety of planning services
  • Hone skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more
  • Deliver excellent client service

Skills

  • Eager and strategic mindset
  • Ability to help clients identify and achieve financial goals
  • Knowledge of planning services including risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options
  • Dedication to delivering excellent client service

Company Overview

  • For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.

  • Company H1B Sponsorship

  • New York Life Insurance Company has a track record of offering H1B sponsorships, with 149 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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