What are the responsibilities and job description for the Financial Services Professional position at New York Life/NYLIFE Securities/Eagle Strategies?
Job Summary
In this role, you will provide holistic financial guidance, including financial planning, risk management (life and disability insurance), retirement strategies, and investment solutions. Clear pathways for career advancement are available, and candidates with advanced experience (such as an MBA, business ownership, or prior leadership) may be eligible for our Fast-Track to Partner program.
Responsibilities
- Develop and sustain strong client relationships by delivering personalized financial planning and ongoing service
- Proactively arrange and conduct meetings with prospective clients to evaluate their financial goals and needs
- Design and present tailored solutions across life insurance, retirement planning, and investment strategies
- Provide consistent follow-up and service to existing clients to support long-term financial objectives
- Guide clients on tax-advantaged approaches and a range of financial planning solutions
- Pursue ongoing professional development through additional licensing, certifications, and industry designations
Qualifications
- Strong verbal and written communication abilities, with a talent for building relationships
- Proven leadership potential with a drive to develop deep industry expertise
- Highly motivated, with an entrepreneurial mindset and initiative
- Dedicated to ongoing learning and continuous professional growth
- Ability and willingness to obtain:
- State Life & Health Insurance License
- FINRA SIE, Series 6/7, and Series 63 within the first year (all study materials and exam fees provided)
- Candidates with MBAs, prior management experience, or business ownership may qualify for accelerated leadership opportunities (ie Fast-Track to Partner program)
What We Offer
- Training & Development: Access to company-sponsored study resources, covered exam costs, and structured learning programs
- Guidance & Support: Ongoing mentorship from experienced leaders and seasoned industry professionals
- Growth Opportunities: A clearly defined career path with uncapped earning potential, including eligibility for a Fast-Track to Partner program for qualified candidates
- Meaningful Impact: The opportunity to support individuals, families, and businesses in building lasting financial security
- Firm Backing: The strength and stability of a Fortune 100 organization with over 175 years of financial experience supporting your practice
Why Join Us?
At New York Life, we focus on developing long-term careers—not just filling roles. You’ll benefit from industry-leading training, experienced mentorship, and a strong history of success, all while making a lasting impact on your clients’ financial well-being.
If you’re driven to grow, committed to learning, and ready to take ownership of your future, we encourage you to apply.
Pay: $75,000.00 - $125,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Paid training
- Professional development assistance
- Vision insurance
Work Location: Hybrid remote in Pittsburgh, PA 15219
Salary : $75,000 - $125,000