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Entry-Level Financial Advisor

New York Life Iowa General Office

Ankeny, IA 50023 • $65,000 / yr • 9/29/2026

Accounting / Finance , Professional , Sales

Job Description

Job Description

Join us at New York Life Iowa General Office as an Entry-Level Financial Advisor, where you'll play a crucial role in empowering individuals and families with financial strategies that secure their futures. You’ll be part of a respected leader in the insurance industry, where meaningful impact meets professional growth. Our commitment to your development includes comprehensive training and unwavering support, helping you thrive in your career. As you build strong relationships and deliver actionable advice, you'll find a rewarding path where your growth is our priority.

You'll enjoy a comprehensive compensation package, including medical, dental, and vision coverage for you and your dependents. Our inclusive culture champions work-life balance and innovation, creating an environment where you can excel. With New York Life's esteemed reputation and financial strength behind you, you’ll have the tools needed for success. If you're ready to take the next step in your career with a company that values your growth and well-being, let's connect and explore this opportunity together.

Compensation:

$65,000+


Responsibilities:
  • Guide clients in creating personalized financial plans that align with their goals and aspirations.
  • Build and nurture long-term relationships with clients, ensuring trust and transparency in every interaction.
  • Conduct comprehensive financial assessments to identify opportunities for growth and security.
  • Stay informed about industry trends and regulatory changes to provide clients with the most current advice.
  • Collaborate with team members to develop innovative strategies that enhance client satisfaction and retention.
  • Utilize New York Life's resources to continuously enhance your knowledge and skills in financial advising.
  • Communicate complex financial concepts in a clear, relatable manner to empower clients in their decision-making process.

Qualifications:
  • Experience in customer service or sales, demonstrating your ability to build rapport and trust with clients.
  • Ability to communicate complex financial concepts in a clear, relatable manner, empowering clients to make informed decisions.
  • Proven track record of setting and achieving personal or professional goals, showcasing your drive and determination.
  • Strong organizational skills to manage multiple client accounts and maintain accurate records efficiently.
  • Ability to work collaboratively within a team, contributing to a supportive and growth-oriented environment.
  • Willingness to engage in continuous learning and professional development to stay ahead in the insurance industry.
  • Proficiency in using digital tools and platforms to enhance client interactions and streamline processes.

About Company

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/