Financial AdvisorNew York Life - Miami, FL - RemoteFinance Full-time $60,000 - $120,000Guide clients with tailored plans for retirement, investing, insurance, and cash flow; monitor portfolios and stay compliant.Why This Role MattersThis Financial Advisor position represents an exceptional opportunity to advance your career in finance while making a meaningful impact at New York Life. You'll be joining a dynamic team where your expertise will directly contribute to the company's growth and success in the Financial Services & Insurance.With 10,000+ employees and a commitment to professional development, this role offers the perfect blend of challenge, growth potential, and work-life balance. Whether you're looking to deepen your technical skills, expand your leadership capabilities, or drive strategic initiatives, this position provides the platform to achieve your career goals.About This RoleJoin our growing team of financial advisors helping clients achieve their financial goals.
You'll work with individuals and families to create comprehensive financial strategies covering retirement planning, investment management, insurance solutions, and estate planning.Key ResponsibilitiesDevelop comprehensive financial plans for clients based on their goals and risk toleranceMonitor and review client portfolios regularly to ensure alignment with objectivesProvide ongoing financial education and guidance to clientsBuild and maintain strong client relationships through regular communicationStay current with market trends, regulations, and industry best practicesCollaborate with team members to deliver exceptional client serviceRequirementsBachelor's degree in Finance, Business, Economics, or related field2+ years of experience in financial services or client-facing sales roleSeries 7 and Series 66 licenses (or ability to obtain within 90 days)Strong analytical and problem-solving skillsExcellent communication and interpersonal skillsProficiency in financial planning software and CRM systemsBenefits & PerksCompetitive base salary plus commission structureComprehensive health, dental, and vision insurance401(k) with company matchingProfessional development and continuing education supportFlexible work arrangementsLife and disability insuranceCareer Growth & DevelopmentAt New York Life, we believe in investing in our people. This Financial Advisor role offers numerous opportunities for professional growth and skill development within our Financial Services & Insurance environment.Learning OpportunitiesAccess to industry conferences and workshopsInternal training programs and skill-building sessionsMentorship from senior team membersCross-functional project exposureCareer AdvancementClear promotion pathways and performance reviewsLeadership development programsOpportunity to build and lead teamsRecognition and rewards for outstanding performanceApplication ProcessWe've streamlined our hiring process to respect your time while ensuring the right fit for both you and our team. Here's what you can expect when you apply for this Financial Advisor position:1Application ReviewInitial screening within 48 hours2Phone Interview30-minute conversation with HR3Technical/Team InterviewMeet your potential colleagues4Final DecisionOffer or feedback within 24 hoursReady to Apply?Submit your application and we'll connect you directly with the hiring team.
Our recruiters will guide you through every step of the process and provide feedback regardless of the outcome.Questions about this role? Email us at
Financial Advisor in miami at Unknown Company
This position is listed as full time and able to be worked remotely.