Financial Advisor
New York Life Insurance Company and NYLIFE Secureities LLC Baltimore General Office-Lutherville-Timonium, MD 21093
- Timonium, MD
- 9 days ago
Highlights
Whether you're looking to expand an existing practice, develop new business opportunities, or take advantage of additional resources and professional development, this is an opportunity to continue building your career with the support of an established financial services organization. This opportunity is designed for professionals with experience in financial services, insurance, wealth management, or financial sales who are looking to expand their practice, strengthen client relationships, and achieve their long-term professional goals.
Numbers & Facts
| Location | Timonium, MD |
| Job Type | Full-time, Part-time |
| Salary | $109,000–$200,000 Per Year |
| Company Size | 10000 |
| Year Founded | 1845 |
| Headquarters | New York, NY, US |
| Additional Compensation | Commission |
| Website | https://www.newyorklife.com |
Description
Are you an experienced financial professional looking for an opportunity to take your career to the next level?
We are seeking motivated, entrepreneurial, and relationship-driven Financial Advisors to join our team. This opportunity is designed for professionals with experience in financial services, insurance, wealth management, or financial sales who are looking to expand their practice, strengthen client relationships, and achieve their long-term professional goals.
As a Financial Advisor with New York Life, you will work with individuals, families, and business owners to develop financial strategies tailored to their unique needs and objectives. You will have the opportunity to provide guidance on life insurance, retirement planning, wealth protection, and other financial solutions while building lasting relationships with your clients.
We are looking for professionals who bring industry knowledge, business development experience, and an entrepreneurial mindset. Whether you're looking to expand an existing practice, develop new business opportunities, or take advantage of additional resources and professional development, this is an opportunity to continue building your career with the support of an established financial services organization.
If you're driven to succeed, passionate about helping clients, and ready to grow professionally, we encourage you to explore this opportunity.
Job Responsibilities
- Develop and Manage Client Relationships: Establish, maintain, and strengthen long-term relationships with individuals, families, and business owners.
- Provide Comprehensive Financial Guidance: Work with clients to evaluate their financial objectives and identify appropriate insurance, retirement, and wealth protection strategies.
- Develop Customized Financial Strategies: Analyze client needs and present tailored financial solutions that align with their short-term and long-term goals.
- Grow Your Client Base: Identify and pursue new business opportunities through networking, referrals, prospecting, and relationship development.
- Expand Existing Business Relationships: Maintain ongoing client engagement, identify evolving financial needs, and develop opportunities to provide additional solutions.
- Present Financial Products and Solutions: Communicate the features and benefits of available life insurance, retirement, and financial products in a clear and professional manner.
- Build Strategic Partnerships: Develop professional relationships with attorneys, accountants, business owners, and other centers of influence to expand business opportunities.
- Develop and Execute Business Plans: Establish business development strategies, set performance goals, and implement plans to achieve production and growth objectives.
- Provide Ongoing Client Support: Maintain consistent communication with clients and help address their changing financial needs throughout different stages of life.
- Maintain Industry Knowledge: Stay informed about financial products, industry developments, compliance requirements, and market trends.
- Contribute to Team Growth: Collaborate with colleagues, share industry knowledge, and contribute to a culture of professional development and success.
Qualifications
We are seeking experienced, motivated, and entrepreneurial financial professionals who are looking to grow their careers, expand their business opportunities, and make a meaningful impact on the financial futures of individuals and families.
- Previous experience in financial services, insurance, financial sales, or wealth management preferred.
- Strong understanding of life insurance, retirement planning, and financial products.
- Existing Life & Health Insurance License preferred. Candidates with previously held or expired licenses are encouraged to apply. Company assistance is available to help eligible candidates renew their existing licenses.
- FINRA Series 6, Series 7, or Series 63 licenses are a plus. Company sponsorship opportunities may be available for eligible candidates.
- Proven ability to develop and maintain strong client relationships.
- Demonstrated sales, business development, or client acquisition experience.
- Strong networking, prospecting, and relationship-building abilities.
- Entrepreneurial mindset with the ability to develop and execute business growth strategies.
- Excellent communication, presentation, negotiation, and interpersonal skills.
- Self-motivated, goal-oriented, and driven to achieve professional and business objectives.
- Strong leadership, organizational, analytical, and decision-making skills.
- Ability to work independently while contributing to a collaborative team environment.
- Professionalism, integrity, and a commitment to providing exceptional client service.
- Interest in continued professional development and long-term career advancement.
- Leadership experience or an interest in mentoring and developing other financial professionals is a plus.
Previously licensed insurance and financial professionals looking to re-enter the industry are encouraged to apply. We offer assistance with renewing eligible existing Life & Health licenses.
Skills
Benefits
Flexible Schedule, 401K Match, Retirement / Pension Plans, Work From Home, 401K, Parental Paid Leave, Medical, Dental, Vision
About Company
New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
Benefits:
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Parental leave
Tuition reimbursement
Vision insurance
Work Location: Hybrid remote in Lutherville-Timonium, MD 21093