Investment Advisor
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
As you build your practice, you may decide to choose a specialization with the advanced knowledge and support that our Practice Model learning paths offer. New York Life offers specialized career tracks for our financial professionals to develop expertise and grow their practice:
1 Financial Guidance
Foundational solutions, including family protection, income protection, and planning for retirement
2 Retirement Planning2
Investing and creating income to help clients thrive in retirement
3 Wealth Advisory3
Wealth accumulation strategies using a goals-based approach
4 Estate Planning
Strategies for optimally managing and passing on assets, while minimizing estate and other taxes*
5 Business Planning
Identifying and addressing specific needs of small business owners *
And, through an exclusive partnership with the American College of Financial Services,
those pursuing a specialization can earn reputable industry designations.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
This is not a 9-to-5 job with a set salary. You will be building your own practice, but with help from us. Your commissions are generated from what you sell, so the more you achieve, the higher your income. It’s empowering to know that you don’t have to wait for your boss to give you a raise.
* Neither New York Life nor its agents provide tax or legal advice. Clients must consult their professional advisors regarding their particular situations before implementing any strategies.
2 Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life company.
3 Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, and investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
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Additional Info
Job Type : Full-Time
Education Level : Not Applicable
Experience Level : Mid to Senior Level, Entry Level
Job Function : Finance, Marketing, Sales