Own Your Practice: Financial Advisor Career

Posted yesterday

new york lifeBethesda (MD)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

New York Life is seeking professionals to build a lasting financial practice backed by a Fortune 100 company. You will develop relationships with clients, guide them through financial milestones, and grow your own client base via networking, referrals, and community involvement. You will provide personalized recommendations across retirement, protection, education planning, and tax diversification, offering tailored insurance and financial solutions while building a trusted local presence and #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.