Financial Advisor
Location: Jacksonville, FL 32256, USA
About the Role
Launch a career with purpose and long-term growth at New York Life. As a Financial Professional, you'll build a meaningful professional practice by empowering individuals, families, and business owners to achieve their financial goals. This role offers comprehensive training, licensing support, mentorship, and resources to help you succeed in the financial services industry. No prior financial services experience is required.
Responsibilities
- Build lasting relationships with individuals, families, and business owners.
- Help clients develop personalized financial planning strategies through relationship-based planning and ongoing client service.
- Guide clients through important decisions involving retirement planning, wealth accumulation, education funding, financial protection, and other long-term financial goals.
- Develop your own client base through networking, referrals, and community involvement.
- Recommend insurance and financial services solutions tailored to each client's unique needs.
- Continuously develop your professional skills through coaching, mentorship, licensing, and ongoing education.
Leadership Development
High-performing Financial Professionals who meet program requirements may participate in New York Life's Accelerated Path to Management Program. This structured program prepares future managers through recruiting, coaching, leadership development, and team building while allowing you to continue growing your own business. Multiple career paths are available, whether your goal is leadership, financial advising, or business ownership.
Compensation & Benefits
Estimated Total Compensation: $75,000–$250,000+ annually (commission-based; actual earnings determined by individual performance).
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) with Company Match
- Pension Plan
- Life Insurance
- Flexible Schedule
- Health Savings Account (HSA)
- Professional Development Assistance
- Employee Assistance Program
Qualifications
We're looking for candidates who are:
- Coachable and eager to learn.
- Strong communicators who enjoy building relationships.
- Goal-oriented and self-motivated.
- Entrepreneurial and willing to take ownership of their success.
- Interested in building a long-term profession—not simply finding their next job.
Experience in sales, financial services, banking, wealth management, business development, customer service, education, hospitality, military service, leadership, or small business ownership can be helpful, but is not required. Fluency in English is required.
Why This Career?
As a Financial Professional, you'll help clients navigate important financial decisions while building a business that's uniquely your own. Every day is different, with opportunities to focus on financial planning, retirement planning, wealth management, leadership, or entrepreneurship. This career offers growth directly connected to the value you create for others, with potential for leadership, entrepreneurship, and long-term success.