Experienced Financial Advisor

Job overview

The Experienced Financial Advisor role is onsite in Fort Collins, CO. Compensation is $150,000+ at plan commission. New York Life provides insurance, retirement income, long-term care, and investment products to help clients build and protect their financial futures. The advisor develops tailored financial strategies for individuals, families, and businesses, helping clients pursue long-term goals and financial security. The role combines client analysis, ongoing reviews, investment and risk education, and relationship management with continued professional development.

What you'll do

• Develop personalized financial plans
• analyze clients’ income, expenses, and investments
• monitor industry trends and regulatory changes
• collaborate on comprehensive financial strategies
• educate clients on investments, risk management, and tax-efficient strategies
• maintain client relationships
• conduct financial reviews and adjust plans as circumstances change.

What we're looking for

Skills & competencies

financial advisor

financial planning

wealth accumulation

risk management

estate planning

investments

tax mitigation

fort collins co

new york life

$150k+ at plan commission

client relationships

Work arrangement

• Weekend coverage required

Benefits & perks

• Subsidized medical, dental, and vision insurance
• 401(k) with company match
• cash balance pension plan
• paid training and ongoing development
• expense allowance.

Why this role

Applicants must have lived in Colorado, Wyoming, or Nebraska for at least five years. The posting describes compensation as W-2 salary, commissions, and an expense allowance, with $150,000+ at plan commission.

About the employer

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