Financial Services Professional jobs in United States
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New York Life Insurance Company · 4 days ago

Financial Services Professional

New York Life Insurance Company has been dedicated to helping people put love into action for over 175 years. They are seeking a Financial Services Professional to provide financial planning, retirement planning, and communication services to clients.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Financial planning
Retirement planning
Communication
Providing financial services to clients

Qualification

Financial PlanningRetirement PlanningFinanceFinancial Services ExperienceBachelor's DegreeCFP CertificationCFA CertificationCommunicationInterpersonal Skills

Required

Financial Planning, Retirement Planning, and Finance skills
Strong Communication skills
Experience in Financial Services
Bachelor's degree in Finance, Business, or related field
Excellent interpersonal skills

Preferred

Certifications such as CFP or CFA are a plus

Company

New York Life Insurance Company

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

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 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Deepa Soni
Executive Vice President and Chief Information Officer
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Company data provided by crunchbase