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New York Life Insurance Company · 11 hours ago

Financial Services Professional

Wall, NJ

Full-time

Onsite

New Grad, Entry Level

New York Life Insurance Company is committed to helping individuals achieve significant milestones through insurance, investments, retirement, and advisory services. The role involves developing personalized financial plans to help clients achieve their long-term financial goals, building and maintaining relationships with clients, and providing tailored financial solutions.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Developing personalized financial plans to help clients achieve their long-term financial goals

Building and maintaining relationships with clients

Identifying financial needs

Providing tailored financial solutions

Staying up-to-date with market trends

Adhering to compliance regulations

Working collaboratively with team members to meet organizational objectives

Qualification

Financial PlanningRetirement PlanningFinancial ServicesFinanceClient serviceCompliance standardsCommunication skillsTeam collaboration

Required

Knowledge and expertise in Financial Planning and Retirement Planning

Strong competencies in Financial Services and Finance

Excellent Communication skills for client interaction and relationship management

Ability to analyze and understand clients' financial objectives to create effective solutions

Proactive mindset and ability to work collaboratively on-site with a team

Commitment to providing exceptional client service and adhering to compliance standards

Preferred

Bachelor's degree in Finance, Business Administration, or Economics

Licensing in insurance and securities

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (123)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)