Entry-Level Investment Advisor
Company: New York Life - Northern California
Location: Roseville
Posted on: January 22, 2026
|
|
|
Job Description:
Job Description Job Description We are looking for individuals
who want to make a meaningful and lasting impact on the financial
well-being of individuals, families, and small businesses. This is
a career opportunity for self-motivated professionals who value
purpose, growth, and the ability to build long-term client
relationships while helping people navigate important financial
decisions such as retirement planning, education funding, and
wealth management. As an Advisor, you will be part of a holistic
wealth management practice offering comprehensive fee-based
financial planning and sophisticated investment solutions through
industry-leading partners. You will be positioned to provide
trusted guidance and consultative advice while overseeing clients’
financial futures. The strength of New York Life’s platform allows
you to differentiate your practice by offering a broad range of
solutions supported by specialized teams and customized planning
capabilities. New York Life provides a comprehensive training and
development program that includes mentorship, marketing support,
and proven systems to help you build your personal brand and grow a
client base organically. This is a performance-based career with
the ability to determine your own income through individual
results. In 2024, the average income of our financial professionals
was $120,555. Full-time agents are eligible for medical, dental,
vision, life, disability insurance, and retirement benefits,
including a 401(k) with a match and a cash balance pension.
Financial Advisors offer investment advisory services through Eagle
Strategies LLC, a Registered Investment Adviser. Registered
Representatives offer securities through NYLIFE Securities LLC, a
member of FINRA and SIPC. New York Life is an Equal Opportunity
Employer. Ability to Commute: Roseville, CA 95661 Work Location:
In-Person Compensation: $62,500 - $259,000 Responsibilities: Use a
CRM to organize each client’s financial status, goals, cash flow,
and monetary expectations for use in their individual financial
plan Leverage marketing and social media tools to identify, pursue,
and secure new clients who can benefit from having a trusted
financial service professional Develop and implement tailored
financial plans using our array of services while considering each
client’s financial needs and life circumstances Assist clients with
decisions related to life insurance, mutual funds, savings plans,
and other financial products and services Participate in
educational meetings or seminars relevant to client risk tolerant
and financial objectives for research prior to offering sound
financial advice Qualifications: Relationship management skills are
required Candidates need to be able to communicate complicated
concepts and maintain strong principles such as honesty and
integrity Required to effectively network to identify potential new
clients About Company New York Life is a Fortune 100 company with a
long history of doing good. We have been in business for over 175
years, helping generations of Americans protect their families and
attain their financial goals. As a mutual company, we are
accountable only to our policyholders, not to Wall Street or
outside investors. We are focused on the long-term success of
clients.
Keywords: New York Life - Northern California, Napa , Entry-Level Investment Advisor, Accounting, Auditing , Roseville, California
