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Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses. • Three highly-skilled teams that provide advanced markets support:, • Our Advanced Planning Group, • Eagle Strategies*** for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Select, hire, and grow your financial professionals team as an associate partner, • Transition into management as an Associate Partner once you have achieved the program requirementsQualifications:, • Bilingual in Spanish, Portuguese, or another language is a plus, • Working knowledge of cultural markets is helpful, • Required knowledge and experience working in the insurance or financial services field, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Experience working in sales is requiredAbout Company WHY NEW YORK LIFE? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. We’re proud of the help we’ve provided and continue to provide our clients • 5.1 million lives protected (includes all owners of individual life insurance and annuity policies), • $6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $983 million lifetime annuity income paid (includes all payouts on individual income annuity products), • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Average Financial Advisor compensation range:

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Experience selling investments and providing financial plans Demonstrates a commitment to be

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client's financial status or goals or the need for different strategies or produ

The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilitie

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. Key responsibilities include triaging client leads,

Work with clients to assess financial needs and develop personalized strategies. No prior financial experience is required, and comprehensive training is included. Compensation $100,000+ OTE About Eastern Advisory Group:.

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Securities and investment advisory services offered through Voya Financial Advisors, Inc. Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry. At Voya Financial Advisors,

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a wealth management advisory need. The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysi

Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years). On your

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive financia

Financial Advisor Trainee Responsibilities:. Financial Advisor Trainee Qualifications:. We Customize goals-based financial plans and help clients manage their portfolios.

Securities and investment advisory services offered through Voya Financial Advisors, Inc. Junior Financial Advisor to join our team in the Melville, NY area to work within plan sponsor relationships in the K-12 market. To be eligible for the Financial Advisor role, candidates must possess the follow

Former Financial Advisor / Broker – Business Development Role. We are hiring a performance-driven Sales Executive to close complex, high-value advisory engagements within a structured, accountability-focused environment. You will work directly with qualified prospects in a consultative sales envir

Job Title: Financial Services Professional & Investment Advisor - Launch Your Successful Career at New York Life Insurance. New York Life Insurance is seeking a self-motivated and results-driven Financial Services Professional & Investment Advisor to join our successful Long Island team. In this rol

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long

The Financial Advisor (FA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of clients in the M

This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive fin

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Experience selling investments and providing financial plans Demonstrates a commitment to be