Financial Advisor

About the role

New York Life is seeking a Financial Advisor to join their Denver team. The role involves working directly with individuals, families, and business owners to develop personalized financial strategies.

Responsibilities

• Meet with prospective and existing clients to understand their financial objectives
• Develop customized financial strategies tailored to individual needs
• Provide guidance regarding retirement planning, life insurance, wealth accumulation, and asset protection
• Build and maintain long-term client relationships through ongoing service and support
• Generate new business through networking, referrals, community involvement, and professional outreach
• Stay current on industry trends, products, and regulatory requirements

Qualifications

• Bachelor's degree required
• Minimum one year of financial sales experience preferred
• Prior sales experience strongly preferred
• Life & Health License preferred
• FINRA Series 6, 63, 65, or 7 licenses are advantageous
• Strong communication, relationship-building, and organizational skills
• Self-motivated with an entrepreneurial mindset

Benefits

• 401(k) with company match
• Pension plan
• Health, dental, and vision insurance
• Life insurance
• Tuition reimbursement
• Paid training
• Flexible spending accounts
• Wellness resources

Pay

Compensation Expected annual earnings range from $107,000 - $179,000+ per year, based on performance, client development, and production.

Schedule

Hybrid work flexibility