Financial Advisor

Job overview

The Financial Advisor role is onsite in the Town of North Attleborough, MA, with compensation of $130,000+ per year. New York Life’s stated mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. The advisor guides individuals, families, and businesses through financial decisions by developing personalized strategies and maintaining long-term client relationships. A three-year training and development program, mentorship, and access to insurance, retirement, and investment solutions support the advisor’s work and practice development.

What you'll do

• Guide clients in setting and pursuing financial goals
• develop personalized financial strategies
• build and maintain long-term client relationships
• review and adjust financial plans
• stay informed about industry trends and regulatory changes
• collaborate with colleagues and mentors
• participate in community events and networking opportunities to expand the client base and regional visibility.

What we're looking for

Skills & competencies

financial advisor

financial planning

client relationships

insurance solutions

annuities

investments

north attleborough ma

new york life

$130,000+ per year

three-year training program

mentorship

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive benefits package is mentioned
• specific benefits are not detailed in the posting.

Why this role

Includes a comprehensive three-year training and development program with ongoing mentorship and personalized coaching.

About the employer

New York Life - Rob Ward is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.