Financial Advisor

Job overview

The Financial Advisor role is onsite in Boston, MA. Compensation is commission-based; the posting does not specify a guaranteed salary. New York Life describes its support as helping financial professionals serve clients and build their practices. The role is intended for an experienced financial professional seeking to develop a financial advisory practice and serve clients. Advisors can access company training, digital sales and marketing tools, and support resources, and may offer financial planning, insurance, annuity, and investment products and services subject to applicable licensing.

What you'll do

• Serve clients and develop a financial advisory practice
• use available company guidance, training, digital sales, prospecting, and marketing tools
• pursue areas of specialization such as financial guidance, retirement planning, wealth advisory, and estate planning
• offer products and services subject to applicable licensing.

What we're looking for

Skills & competencies

new york life

boston ma

financial advisor

financial planning

client service

insurance products

annuities

retirement planning

wealth advisory

estate planning

commission-based compensation

training

digital sales tools

medical, dental, vision, 401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting lists medical, dental, vision, life, and disability insurance, a 401(k), and a pension.
• Qualifying participating agents may receive tuition coverage for specified professional designations.

Why this role

The posting describes commission-based compensation and training, practice support, and digital tools. It states that qualifying participating agents may receive tuition coverage for specified designations.

About the employer

Great Hill Partners LLC is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.