Licensed Financial Advisor

Company: New York Life - Washington DC - Virginia- Maryland
Location: Bethesda
Posted on: March 6, 2026

Job Description:

A career changer? Want more control and options in your practice? Do you want to offer more solutions that you have no access to now? What we’re looking foradvisors that quite honestly want more. More freedom, more control, more solutions for clients, more training and support, more compensation, more benefits, and more opportunities. At New York Life, you hold the reins to your career journey, blending independence with robust support. It’s truly the best of both worlds! You have the opportunity to expand and grow your practice, backed by a Fortune 100 company that is a leader in the financial services industry. New York Life stands tall as the largest mutual life insurance company in the United States, boasting the highest financial strength ratings currently awarded to any life insurer in the country. Our brokerage arm, NYLIFE Securities, offers flexibility and independence. Eagle Strategies, our advisory arm, is an added tool enabling us to assist clients as their needs arise and change. At New York Life, you’re in control of your career journey, and you drive a positive impact on the lives of clients every day. We are with you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. Are you a leader who has the following traits? Competitive Business-Minded Communicative Self-disciplined Authentic What We Offer Training & Development: We’ll equip and train you at any level with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We even have a program where you can obtain financial designations. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing professionals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human Guidance: When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Compensation: $125,000 at plan earnings Responsibilities: Continue to grow your practice! Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter Cultivate relationships with a view to helping every family member or individual pursue financial security Grow your network by being involved in your community and professional groups Drive to add 50 new clients a year Work with business owners to implement strategies for employee retention and succession planning Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Qualifications: Uncompromising integrity Strong communication skills Ability to successfully network and prospect for new clients Sales experience is strongly preferred Desire to make a change and help people as you grow your career Ability to engage your community and leverage personal networks and contacts Valid life and health license preferred, but we can assist with that Valid FINRA Series 6 or 7 & 63/66 preferred but not required Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is an asset About Company Our mission is to provide financial security and peace of mind through our investment and protection solutions. Grounded in both confidence and humility, we serve as stewards for the long term. We have been an industry leader since 1845, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when clients need us. New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity WHGEN2 Compensation details: 125000-125000 Yearly Salary PIbad82cce44d5-25448-39542483

Keywords: New York Life - Washington DC - Virginia- Maryland, Bowie , Licensed Financial Advisor, Accounting, Auditing , Bethesda, Maryland