Associate Financial Planner

Job Description Job Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation: $123,000 at plan earnings Responsibilities: Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Serve as a collaborative team player willing to further development through continued training opportunities Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs. Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional. Qualifications: Up-to-date FINRA Series 7 & 63/66 documents are a bonus Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential A required Bachelor’s degree in business administration, finance, or similarly related field Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity. Strong relationship management skills and/or experience. Ability to successfully network to prospect new potential clients. Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required. Ability to work a hybrid schedule. About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With 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 73 on Fortune 100 in 2020 A leading company with many agents qualifying for MDRT2 year after year Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA); A.M. Best (A); Moody’s (Aaa); and Fitch (AAA) Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Location: Los Angeles, California, US

Posted Date: 8/23/2025