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Financial Advisor

New York Life - Atlanta Region

This is a Full-time position in Atlanta, GA posted November 12, 2021.

The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company.

As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines.

You’ll help solidify your own future as well because you’ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded.
– $100,000 at Plan per year

Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Desired Skills and Experience

4-year College Degree
The candidate must be an accomplished communicator with strong verbal and written skills
Prior sales and/or business experience preferred
Entrepreneurial mindset
Strong desire to help others
It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities.

We had over 170 years of industry success.

Some of our accolades include:
A promise to work with you to build a strong financial future for both you and your clients
#71 on Fortune 100 in 2019
Most MDRT members in any United States Mutual company 2019
Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M.

Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

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