What are the responsibilities and job description for the Financial Advisor position at New York Life?
Financial Advisor – Training Provided
New York Life – Greater Boston
Waltham, MA (Hybrid)
Pay: $90,000 – $120,000 per year
Full-Time
About the Role
New York Life is seeking motivated and relationship-driven professionals interested in building a long-term career in financial services and holistic financial planning.
This opportunity is ideal for individuals who are entrepreneurial, coachable, competitive, and passionate about helping individuals, families, and business owners make informed financial decisions.
As a Financial Advisor, you will work directly with clients to help them identify financial goals and create personalized strategies around:
- Retirement planning
- Wealth accumulation
- Life insurance protection
- College savings
- Estate and legacy planning
- Long-term financial security
No prior financial services experience is required. We provide comprehensive training, licensing support, mentorship, and ongoing professional development.
What We Offer
- Comprehensive training program
- Dedicated mentorship and development support
- Licensing assistance (Life & Health, SIE, Series licensing support available)
- Hybrid work flexibility
- Marketing and business development support
- Access to a wide range of financial products and solutions
- Career advancement opportunities into leadership and management
- Competitive compensation structure with performance-based incentives
- Medical, dental, vision, retirement, and additional benefits for eligible full-time professionals
Ideal Backgrounds
We welcome candidates from a variety of professional backgrounds, including:
- Banking
- Sales
- Business development
- Customer service
- Real estate
- Finance
- Athletics/coaching
- Hospitality
- Management
- Education
- Entrepreneurship
Qualifications
- Strong communication and interpersonal skills
- Self-motivated and goal-oriented
- Ability to build relationships and establish trust
- Professional mindset and strong work ethic
- Bachelor’s degree preferred but not required
- Willingness to obtain applicable state licensing with company support
Why New York Life?
New York Life is a Fortune 100 company with over 180 years of experience helping individuals and families achieve financial security. We are committed to investing in our people through training, mentorship, and long-term career development.
Local Offices: Waltham, Westborough, Andover, Hyannis, Rockland, Bridgewater and Johnston RI
Pay: $90,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Waltham, MA 02451
Benefits:
Health Insurance, 401K Plan, Pension PlanSalary : $90,000 - $120,000