New York Life - Financial Services Professional
NYL - Scottsdale
Scottsdale, AZ US
Posted ago
NYL - Scottsdale

Do you have great listening skills and a knack for developing effective strategies? Do you want to make a difference in people's lives and create a personal brand to go with the New York Life brand?

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, life insurance and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!


  • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds
  • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
  • 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
  • Gain extended knowledge through further education, licensing, and platforms


  • Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional
  • Valid FINRA Series 6 and 63 or 7 preferred but not required
  • A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Knowledge of cultural markets is a plus
  • Some sales experience needed
  • Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional
  • Experience in the financial services industry and/or insurance industry is required
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Community involvement and ability to influence others

$70,000 - $110,000 at Plan per year
About NYL - Scottsdale

As a mutual company, with no investors or outside owners, New York Life Scottsdale is uniquely aligned with the client's interests and priorities. We have over 176 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
  • #67 on Fortune 100 in 2020
  • Most MDRT members for 67 consecutive years
  • 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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