Wealth Advisor

Job Description

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success…

We’re looking for people who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses. New York Life’s Wealth Advisory Practice Model training program is designed to develop your expertise in helping clients build and manage wealth to meet a wide spectrum of their needs in the areas of protection, retirement, investment, and estate planning.

From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients’ financial future while building a meaningful career for yourself.

Training and development. We’ll equip and train you with a multifaceted approach that includes an industry‑leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business.

You’ll also get rewarded and acknowledged with sales incentives and professional‑development trips for our top‑performing advisors.

You’ll be on a path to become a financial advisor. Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals‑based planning approach. You’ll focus in your first 12–18 months on obtaining licensing, earning professional designations and completing the core curriculum. New York Life pays 100% of the costs to obtain the following licenses and designations associated with becoming a financial professional and the Wealth Advisory Practice Model coursework:

• Licenses :
  Life, Health(2), SIE, Series 6 (or
  7) and 63
• American College Designations : FSCP, ChFC and WMCP

Beyond this training and support, New York Life will equip you with the tools you need to succeed day‑to‑day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long‑term care insurance, disability income insurance, and investment products such as mutual funds through our broker‑dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals.

You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.

When you join New York Life, you’re joining a strong team with peer‑to‑peer support options like study groups, mentorship, and other opportunities to engage with your fellow financial professionals.

You have the power to determine your own income with our commission‑based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability…