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Financial Advisor

June 1, 2026

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Compensation:

$50,000 - $70,000 yearly

Responsibilities:

Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
Educate clients on how to plan for their future financially in the event of unfortunate life circumstances occurring
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Networking and building your personal book of business through establishing professional networks and prospecting for new clients
Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security
Leverage marketing and social media tools to identify and secure new clients who can benefit from having a trusted financial service professional
Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations

Training & Resource Benefits:

Personalized coaching and mentorship from dedicated training professionals
Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship
Support from corporate development managers and product consultants to assist you
Access to digital sales, prospecting, and marketing tools
Opportunity to earn professional designations and certifications
Sales incentives and professional development trips for top performers
Full benefits, including medical, dental, vision, life, and disability insurance
401(k) and pension plan for eligible full-time agents

Qualifications:

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Requires a Bachelor’s degree in business administration, finance, or other related field
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

Must live in the State of Iowa

Do you consider yourself to have these qualities?

Sales knowledge
Strong communication skills and the ability to talk to anyone easily
A great mindset
Enjoy engaging in your community and networking
Self-starter and eager to learn new things

If so, apply for a rewarding career as an Entry-Level Financial Advisor with the New York Life Iowa General Office. We'd love to talk with you.

Please note: We, unfortunately, can only accept applicants who are either U.S. Citizens or reside within the United States. We currently do not support US H-1B visas. To be considered for a role at the Iowa General Office, a candidate must live in the state of Iowa.

About Company

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...