Financial Professional (with accelerated path to Management) HONOLULU, HAWAII
New York Life Insurance Company has been helping people put love into action for over 175 years. They are seeking a Financial Services Professional responsible for providing comprehensive financial planning and assisting clients with retirement planning. Responsibilities Providing comprehensive financial planning Assisting with retirement planning Delivering exceptional financial services to clients Meeting with clients Developing tailored financial plans Offering strategic advice to help clients meet their financial goals Effective communication and relationship-building with clients Skills Financial Planning and Retirement Planning skills Proficiency in Finance and Financial Services Excellent Communication skills Strong analytical and problem-solving skills Ability to work independently and as part of a team Bachelor's degree in Finance, Business, or related field preferred Relevant certifications such as CFP® are a plus Experience in the financial services industry preferred Prior experience in sales or financial services is preferred, but NOT required Knowledge of estate planning, tax laws, corporate accounting, securities law, wills trusts estate law, financial planning, financial concepts, and wealth management is beneficial Bachelor's degree is desirable Financial concepts: 1 year (Preferred) Location: Honolulu, HI 96813 (Preferred) Ability to Commute: Honolulu, HI 96813 (Preferred) Benefits 401(k) Dental insurance Financial planning services Flexible schedule Health insurance Paid time off Paid training Retirement plan Company Overview For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship New York Life Insurance Company has a track record of offering H1B sponsorships, with 149 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.