Entry-Level Investment Advisor

Company: New York Life - Northern California
Location: Roseville
Posted on: December 3, 2025

Job Description:

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive two-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 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. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 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. Compensation: $62,500 - $229,000 Responsibilities: - Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional - Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals - Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs - Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations - Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: - Must possess uncompromising integrity and the ability to communicate complex ideas - Must have effective relationship management skills - Required to effectively network to identify potential new clients About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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 the long-term success of clients. WHINS2 Compensation details: 62500-229000 Yearly Salary PI0328c9dff0eb-37156-38998173

Keywords: New York Life - Northern California, Roseville , Entry-Level Investment Advisor, Accounting, Auditing , Roseville, California