Experienced Financial Advisor

Job overview

The Experienced Financial Advisor role is onsite in Ankeny, IA. Compensation is $300,000+ per year. The advisor supports individuals and businesses in securing their financial futures, backed by New York Life’s financial resources and strength. The role builds client relationships, assesses financial needs, and develops personalized strategies involving insurance and investment products. Ongoing reviews and clear financial education help clients make informed decisions and keep plans aligned with their goals.

What you'll do

• Develop and maintain client relationships
• conduct financial assessments and create tailored strategies
• advise on insurance and investment products
• monitor industry trends and regulatory changes
• collaborate with colleagues and use company resources
• review clients’ financial progress and adjust strategies
• educate clients on financial planning
• lead client meetings and presentations.

What we're looking for

Skills & competencies

experienced financial advisor

ankeny ia

new york life iowa general office

financial planning

client relationships

financial assessments

insurance products

investment options

client education

$300k+/year

full-time

medical coverage

dental and vision

long-term disability

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage
• long-term disability
• group term life insurance for the advisor and dependents
• training and professional growth resources.

Why this role

The posting seeks an experienced advisor with a track record of client relationship building, financial assessments, and personalized planning strategies.

About the employer

New York Life Iowa General Office is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.