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Job DescriptionAt Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients. Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to learn something new. Mastery of this profession will change your life for the better!! Job Type: Full-time Pay: $30,000 to $60,000 per year Benefits: Tuition reimbursement Weekly schedule: Monday to Friday Work setting: In-person at Garden City location

Job Description Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage, Trust, Credit & Insurance. Due to its active growth in key markets such as Long Island, New Jersey & Orlando our client has engaged us to identify candidates in these specific markets. • The Wealth Advisor will be developing, managing, and retaining full-service relationships with both UHNW & HNW clients., • Developing clients with your strong COI’s within your market to deliver top service to clients., • Work in a business model which strengthens collaborations between internal departments, teams and specialists to maximize cross selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Works collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups • Bachelor's degree with 7+ years' experience from the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating AUM exceeding 100M USD, • Must have Series 7 and 66 or equivalent, Insurance licenses for Life, Health, and Variable products To apply for this position, please send your resume and cover letter to .

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Job DescriptionOur 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 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 is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. 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. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- 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 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 Compensation: $75,000 - $120,000 yearly Responsibilities: • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needsQualifications:, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Must have effective relationship management skills, • Must have the ability to successfully network and prospect for new clientsAbout Company About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Job Description Full job description Take Control of Your Future with a Purpose-Driven Career at New York Life Are you a natural leader with a drive to succeed? Do you possess traits like being: ✅ Competitive ✅ Entrepreneurial ✅ Coachable ✅ Communicative ✅ Self-disciplined ✅ Authentic If so, it’s time to consider a career as a Financial Professional with New York Life—a Fortune 100 company and one of the most trusted names in financial services. A Career with Purpose and Possibility As a New York Life Financial Professional, you won’t just sell insurance—you’ll help individuals, families, and businesses gain the financial confidence they need to plan for life’s biggest milestones. You’ll make a real impact by guiding clients through complex decisions like retirement planning, college funding, and legacy building. What You Can Expect Comprehensive Training & Mentorship • World-class learning platform, • Personalized coaching, • Support to obtain industry credentials, • CRM and prospecting platforms, • Email, web, and social marketing resources, • Life insurance, annuities, disability, and long-term care, • Investment options through NYLIFE Securities LLC (FINRA/SIPC), • Peer mentorship and study groups, • A collaborative culture that celebrates success Your income is based on your performance—with uncapped earning potential. • Average income in 2023 for agents meeting minimum sales was $117,359, • Full-time agents may be eligible for:, • Medical, dental, vision, and life insurance, • Disability coverage For over 180 years, New York Life has helped people protect their loved ones and plan for their financial futures. As a mutual company, we operate for the benefit of our policyholders—not shareholders—so we can focus on long-term value and trust. Awards & Recognition • Financial Strength:, • A++ (A.M. Best), AAA (Fitch), Aaa (Moody’s), AA+ (S&P), • Learning & Development:, • CLO Learning Elite Gold Award (2023), • Diversity & Inclusion:, • Forbes: Best Employers for Diversity, • Human Rights Campaign: Corporate Equality Index, • 5.3 million lives protected, • $1.2 trillion in life insurance in force If you’re ready to build a career that makes a difference—and offers freedom, support, and earning potential—apply today to join the New York Life team as a Financial Professional. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/GenderIdentity

Job Description Sure, I can help you format this job posting for easier pasting. Here it is: Financial Professional with an Accelerated Path to Management Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined What we’re looking for… We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer… 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 full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools 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. Products and solutions 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. Human guidance 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 insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link: . About New York Life… 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 our clients. Awards & Accolades… We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2023/2024 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Company DescriptionJoin One of America's Most Respected Financial Companies! At New York Life, we're proud to be ranked #65 on the 2017 Fortune 100 list. We've earned the highest possible financial strength ratings from major agencies like Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA) as of June 27, 2017. For over 60 years, we've led the industry with the most US members of the Million Dollar Round Table, the gold standard for life insurance sales performance. Why Choose New York Life? Top-Tier Financial Strength: Our ratings speak for themselves. Industry Leadership: Join a company that sets the standard. Comprehensive Benefits: Full-time agents and their dependents enjoy immediate access to medical, dental, vision, long-term disability, and group term life insurance. Career Growth with Eagle Strategies LLC Investment Advisory Services: Offered through our Registered Investment Adviser. Securities Opportunities: Available through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency. A Commitment to Excellence Million Dollar Round Table: Recognized as the pinnacle of life insurance sales performance. Equal Opportunity Employer: We welcome all applicants, regardless of gender, veteran status, disability, sexual orientation, or gender identity. Ready to Make a Difference? Join us at New York Life and be part of a team that values excellence and integrity. Apply today and take the first step towards a rewarding career! SMRU 1859024 exp 7/1/25Join One of America's Most Respected Financial Companies!\r\n\r\nAt New York Life, we're proud to be ranked #65 on the 2017 Fortune 100 list. We've earned the highest possible financial strength ratings from major agencies like Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA) as of June 27, 2017. For over 60 years, we've led the industry with the most US members of the Million Dollar Round Table, the gold standard for life insurance sales performance.\r\n\r\nWhy Choose New York Life?\r\n\r\nTop-Tier Financial Strength: Our ratings speak for themselves.\r\nIndustry Leadership: Join a company that sets the standard.\r\nComprehensive Benefits: Full-time agents and their dependents enjoy immediate access to medical, dental, vision, long-term disability, and group term life insurance.\r\nCareer Growth with Eagle Strategies LLC\r\n\r\nInvestment Advisory Services: Offered through our Registered Investment Adviser.\r\nSecurities Opportunities: Available through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency.\r\nA Commitment to Excellence\r\n\r\nMillion Dollar Round Table: Recognized as the pinnacle of life insurance sales performance.\r\nEqual Opportunity Employer: We welcome all applicants, regardless of gender, veteran status, disability, sexual orientation, or gender identity.\r\nReady to Make a Difference?\r\n\r\nJoin us at New York Life and be part of a team that values excellence and integrity. Apply today and take the first step towards a rewarding career!\r\n\r\nSMRU 1859024 exp 7/1/25

Job Description We are seeking a Financial Advisor/Investment Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: • Advise clients on investment strategies and other financial decisions, • Assess clients' assets, liabilities and overall financial conditions, • Prepare presentations that recommend various financial products, • Review and communicate portfolio performances to clients, • Previous experience in banking, financing, or other related fields, • Familiarity with investment products and services, • Ability to build rapport with clients, • Strong analytical and critical thinking skills, • Excellent written and verbal communication skillsCompany DescriptionMcDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.McDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.

Job Description Outside Sales Executive - Freight Forwarding Industry Looking to jumpstart your sales career in a high-energy, fast-growing industry? OEC Group, a leading freight forwarder, is seeking ambitious, outgoing individuals eager to build expertise in global logistics. With uncapped commission, hands-on training, and career growth opportunities, this is your chance to develop your skills, forge strong client relationships, and make an impact! What we're looking for • Driven & Confident Communicators: Passionate about relationship-building and comfortable presenting solutions in face-to face meetings, • Sales-Minded Professionals: Recent graduates or candidates with 1-5 years of experience in logistics, sales or business development, • Base salary: $65,000-$75,000 annually based on experience and education, • Uncapped commission: Sky's the limit - your success directly impacts your earnings, • Car Allowance: $800 monthly, • Company cell phone & laptop: Stay connected and ready to close deals anytime, anywhere After successfully completing and passing a standard 90-day introductory period the employee is provided with the following benefits package. This includes: • Comprehensive Health Insurance: Medical, Dental & Vision for the individual, • Life & Accidental Insurance Coverage: For added security, • Generous PTO plan: 10 vacation, 7 personal, and 3 floating days, • 401k plan: With up to a 3% company match for your financial future, • Drive business growth: Generate new business through cold calling, on average 40 calls per day., • Build and maintain a customer base: Recognize freight forwarding opportunities and deliver tailored solutions., • Become a logistics expert: Partner with internal subject matter experts to master OEC Group's full suite of global shipping services., • Offer customized solutions: Consult clients on optimizing their supply chain using ocean, air, warehousing & distribution, LTL & FTL transportation, cargo insurance and customs brokerage., • Achieve & exceed goals: Hit monthly sales quotas and set new benchmarks for success., • Leverage cutting-edge tools: Utilize Sugar (CRM) to track client's information, manage your sales pipeline, and measure success using actionable KPIs., • Collaborate for success: Work closely with our sales support team to ensure quotes align with each client's requirements., • Be a trusted advisor: Conduct in-person meetings with existing and prospective clients in your designated territory, strengthening relationships and securing long-term business., • Stay competitive: Keep a pulse on global freight forwarding trends, ensuring our strategies align with industry shifts and emerging opportunities. New York Office: Monday - Friday | 9:00 am – 6:00 pm EST Qualifications • Bachelor's degree, • Sales or logistics experience, • Knowledge of Microsoft Office Established in 1981, OEC Group is a leading NVOCC freight forwarding company providing import/export logistics solutions worldwide. From ocean and air freight to warehousing, trucking, and customs brokerage, we deliver efficiency, reliability and innovation to our partners. Company Culture At OEC Group. we believe in a family-oriented, and growth-driven culture. We invest in our people, offering incredible career development and team-building experiences. Whether it's holiday gatherings, company outings, or professional networking, we cultivate an environment where success thrives. OEC Group is an Equal Opportunity Employer. #LI-Hybrid Powered by JazzHR XQZBSHqA2X

Job Description An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner in 6 months to a year! Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters who would like to: • Become a partner within their first year and build a team of financial advisors, • Build their career with significant income potential, • Manage their own work schedule and establish an attractive work/life balance, • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets, • Experience a lifetime of learning and professional development, • Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy, • Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates, • Help create competitive quotes when it is time to issue renewals or make updates to a current policy, • Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates, • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understandingQualifications:, • Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role, • Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.), • Associates or Bachelor’s degree required, or commensurate insurance industry experience, • Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset, • Must have active insurance license in your state or must be willing to get licensed in 90 days, • MBA or previous management/team-building experience (Required), • Organized, detail-oriented, and excellent time management skills, • Ambitious, disciplined leaders who demonstrate the utmost professionalism, • Relationship building and networking abilities, exemplary interpersonal skills, • Coachable and the ability to work in a team-based environment, • J.D. (attorney) or M.B.A. is a Strong plus, • Sales experience is not required, but is a plus, • FINRA Series 6, 7, 63, 65, or 66, a plus (company will pay for sponsorship for the right candidate), • Life & Health Insurance License not required (company will pay for sponsorship), • Financial Industry background is a plus; however, financial or insurance sales experience is not required, • Personal Transportation will be required for this position, • Must be a U.S. Citizen or a Permanent residentAbout Company About New York Life... 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. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job DescriptionFinancial Advisor / Registered Representative / AgentWe’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients the service that they deserve, we can help. Job descriptionNew York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual fundsAs a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:• Highly self-motivated and self-disciplined with the ability to work effectively and independently• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others• Fearless, positive attitude and willingness to be accountable for results• Organized, detail-oriented and excellent time-management skills• Desire for continuous learning• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner 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.Our extensive, agent-focused resources include:• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions on client referrals that lead to sales• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support• Dedicated underwriters who work diligently on cases• Committed managers who don’t sell; instead they’re dedicated to helping you succeed• A team of highly-trained, experienced product consultants to support your client acquisition needs• Significant income potential• Competitive l benefits, including a defined benefit pension plan and 401k About New York LifeWe are among the strongest and most respected financial companies in America today, ranking #67 on the 2021 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender IdentitySMRU 1708927 (Exp. 9/1/21)1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation: $150,000 at plan earnings Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • A Bachelor’s degree in business administration, finance, or a related field is required, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialAbout Company About New York Life 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 long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mai

Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team. Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (F

Responsibilities: 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 Recommends banking and investments strategies that align with clien

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. Is thorough and thoughtful in incorporating relevant regulatory due diligence into dai

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Wealth Relationship Manager Safe Act - Lake Success. Identify, build, and deepen relationships to gain incremental w

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Cit

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

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

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Provides financial planning services by advising the custome

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

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

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. Des

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.