Financial Services Professional

Job Description

Job Description

Exciting Career Opportunity : Financial Services Professional ( For California Residents Only)

Are you ready to make a meaningful impact while building a rewarding career?

If you’re competitive, creative, receptive to feedback, an exceptional communicator, committed, and authentic , you may have exactly what it takes to thrive as a Financial Services Professional with New York Life .

At New York Life, a Fortune 100 company with over 180 years of history, you’ll have the opportunity to help individuals and families achieve financial security—while shaping your own professional future.

Work Environment

Our offices are conveniently located in both Los Angeles County and Orange County. Team members enjoy a hybrid work schedule , with the flexibility to work from home or in the office depending on personal preferences and client needs — promoting a true work-life balance.

Career Path & Growth Opportunities

Career Development to Financial Advisor — grow your expertise and client relationships.

Fast Track to Management — transparent advancement structure with clear milestones.

Comprehensive Training Support — ongoing mentorship and professional development.

Job Responsibilities

Develop and execute a personal business and marketing plan.

Build and maintain strong client relationships and referral networks.

Understand clients’ financial goals and concerns to design tailored strategies.

Provide personalized financial and investment solutions utilizing a wide range of tools and products.

Continuously enhance professional knowledge and skills through training and certifications.

Qualifications

Bachelor’s degree or higher.

Bilingual is a plus

Must have legal authorization to work in the United States.

Must obtain a California Life License prior to onboarding.

Licensing Requirements (to be completed within the first year)

FINRA SIE

FINRA Series 6 or 7

FINRA Series 63 and 65, or 66

Compensation & Benefits

Competitive base salary plus bonuses, commissions, stipends, and licensing incentives.

Comprehensive health, dental, and vision insurance.

401(k) retirement savings plan.

Licensing education materials and exam reimbursement.

Professional training and ongoing mentorship programs.

Ideal Candidate

Highly motivated, competitive, and entrepreneurial.

Strong communication and interpersonal skills.

Self-disciplined with a passion for continuous learning.

Open-minded, coachable, and eager to grow within a structured development system.

Company Description

New York Life is one of the nation’s oldest and most respected financial institutions. As a mutual company, we answer only to our policyholders—not Wall Street. Our mission is to help clients protect their loved ones and achieve long-term financial success.

We’re proud to be recognized by leading organizations, including :

Fortune 2024 : World’s Most Admired Companies

Handshake 2025 : Early Talent Award

Forbes 2024 : America’s Best Employers for Diversity

Seramount 2024 : Best Companies for Multicultural Women

Company Description

New York Life is one of the nation’s oldest and most respected financial institutions. As a mutual company, we answer only to our policyholders—not Wall Street. Our mission is to help clients protect their loved ones and achieve long-term financial success.\r\n\r\nWe’re proud to be recognized by leading organizations, including : \r\n\r\nFortune 2024 : World’s Most Admired Companies\r\n\r\nHandshake 2025 : Early Talent Award\r\n\r\nForbes 2024 : America’s Best Employers for Diversity\r\n\r\nSeramount 2024 : Best Companies for Multicultural Women