Financial Professional

About the role

New York Life is seeking a full‑time Financial Professional to join its Coral Springs, FL office. In this client‑facing position you will assess financial needs, design personalized insurance, investment and retirement solutions, and build lasting relationships.

Key responsibilities

• Meet with individuals and families to evaluate their financial goals and risk profile.
• Analyze financial data, prepare recommendations and present detailed financial plans.
• Maintain ongoing client relationships, monitor plan performance and adjust strategies as circumstances change.
• Stay up‑to‑date on product offerings, regulatory changes and market trends.
• Collaborate with internal teams and leverage New York Life tools and resources to deliver high‑quality advisory services.

Required profile

• Bachelor’s degree in finance, business, economics or a related field (preferred).
• Prior experience in financial services, insurance, investments or advisory roles.
• Willingness to obtain required insurance and securities licenses within defined timelines.
• High ethical standards, client‑first mindset and strong commitment to compliance and confidentiality.
• Proven ability to work independently, manage time effectively and achieve sales targets.

Required skills

What we offer

• Career development and training resources.
• Collaborative, innovative and inclusive workplace culture.
• Opportunities for community impact through the New York Life Foundation.