Investment advisor jobs in Massapequa, New YorkCreate job alerts

Job Description 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 clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Advisor, 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 clients. Why work for us? • Industry top tier Training & Development, • Career growth opportunities We are currently only accepting applicants located in Long Island and Queens, New York, All other applicants will not be considered. Compensation: $120,000+ at plan earnings Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Competitive, • Driven, • Go-getter, • Coachable, • Communicative, • Self-disciplined, • AuthenticAbout Company 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. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

Job Description Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning. Engage deeply with clients, offering expert advice and comprehensive financial planning to help them reach their financial aspirations. Focus on cultivating client relationships, assisting them in defining and attaining their financial goals. Benefit from continual support and contribute to a collaborative team environment. This opportunity is perfect for those eager to enhance their knowledge in Investment and Financial Planning. Full-time position with comprehensive training provided, regardless of previous experience. Competitive salary: $116,000 annually + extensive benefits package. Compensation: $116,000 yearly Responsibilities: • Provide clients with financial guidance and education to create custom retirement plans and investment strategies, • Analyze clients' financial situations and provide advice on risk management strategies, • Keep up to date with relevant financial regulations and news, and communicate changes to clients, • Identify opportunities to increase clients' financial performance and profitability, • Find and obtain clients to build a financial services practice, • We work with business owners, individuals, and families Qualifications: • US Work Authorization, • Excellent people skills and communication skills, • Some experience in a sales or financial services-related position is preferred, • Proficient in the use of Microsoft Office and other financial systems, • Competitive, • College Degree, • Life and health, SIE, Series 6 or 7 preferred but not required, • Coachable, • Previous Management skills are a plus, • Sales skills are a plusAbout Company 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. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description Estamos buscando personas que deseen generar un impacto duradero en el bienestar financiero de individuos, familias y pequeñas empresas. Esto no es simplemente un trabajo de ventas, sino una carrera con propósito y oportunidades. Brindarás tranquilidad a tus clientes mientras los ayudas a enfrentar retos que muchos consideran complejos y confusos, como prepararse para la jubilación y ahorrar para la universidad. Como Asesor Financiero, tendrás la oportunidad de ver el impacto positivo de tu trabajo durante muchos años. Crecerás personal y profesionalmente junto a tus clientes. Lo que ofrecemos: capacitación y desarrollo. Te proporcionaremos una formación integral que incluye una plataforma de aprendizaje líder en la industria, asesoría personalizada por parte de profesionales dedicados a la capacitación y la oportunidad de obtener certificaciones profesionales del sector. También podrás recibir reconocimientos e incentivos de ventas, así como viajes de desarrollo profesional destinados a nuestros Asesores Financieros de mejor desempeño. Estamos tan comprometidos con tu desarrollo que patrocinaremos todas las licencias y certificaciones necesarias para impulsar tu carrera. Esto también te abrirá la puerta para unirte a nuestra oportunidad de Fast-Track to Management en un plazo de un año para iniciar tu camino en liderazgo. Además de esta formación y apoyo, New York Life te brindará las herramientas que necesitas para tener éxito en tu día a día, incluyendo expertos disponibles para responder tus preguntas y un conjunto de herramientas digitales de ventas, prospección y marketing que te ayudarán a atraer y retener clientes mediante contenido web, redes sociales y correo electrónico. New York Life, junto con sus subsidiarias, ofrece una variedad de productos, incluidos seguros de vida, anualidades, seguros de cuidado a largo plazo, seguros de ingresos por discapacidad y productos de inversión como fondos mutuos a través de nuestra firma de corretaje, NYLIFE Securities LLC (miembro de FINRA y SIPC), una agencia de seguros autorizada, lo que garantiza que las soluciones que desarrolles con tus clientes contribuyan a que ellos y sus familias alcancen sus metas financieras. También tendrás la opción de especializarte y obtener experiencia en diferentes áreas, como convertirte en asesor financiero con Eagle Strategies LLC, nuestra división de asesoría en inversiones, para ofrecer servicios de gestión patrimonial y asesoría, estrategias de planificación patrimonial y soluciones empresariales. Cuando te unes a New York Life, te unes a un equipo sólido con opciones de apoyo entre colegas, como grupos de estudio, mentorías y otras oportunidades para interactuar con tus compañeros Asesores Financieros. Compensation: $125,000 yearly Responsibilities: • Engage customers and prospects using events and other marketing initiatives that support insurance sales and brand awareness, • Handle the management of all marketing strategies and campaigns - communicating with marketing, sales, insurance agents, and vendors, • Involucrar a clientes y prospectos mediante eventos y otras iniciativas de marketing que apoyen las ventas de seguros y el reconocimiento de la marca., • Gestionar todas las estrategias y campañas de marketing, comunicándose con los equipos de marketing, ventas, agentes de seguros y proveedores.Qualifications:, • Deseo de trabajar duro y construir una carrera exitosa.About Company 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. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey. Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You possess… • A passion for helping others and making a positive impact in your community., • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms., • A lifelong learner mentality with a desire to continue growing., • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you’ll be doing… • Working with clients to understand their goals, concerns, and current financial information., • Analyzing information to create a strategy with appropriate products and services., • Developing and maintaining a base of clients who value your input and guidance., • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… • Tools and technology to help you appropriately gather, manage, and service your clients., • Development and training—locally, virtually, and nationally—to support your educational needs., • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., • Mentorship and joint-work opportunities., • Superior service and support., • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities., • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Benefits * Life Insurance * Flexible schedule * Vision Insurance * 401(k)matching * Flexible spending account * Health insurance * Dental insurance * Retirement plan Requirements • Must be a US citizen or permanent resident, • A four‐year college degree(Preferred), • Obtain appropriate licensing Pay: Commission Bonus Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $75,000 - $125,000 yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Embrace the role of a structured yet coachable team player open to continued education and training from other team membersQualifications:, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clientsAbout 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 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 DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $100,000 at plan yearly Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Serve as a collaborative team player willing to further development through continued training opportunitiesQualifications:, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have 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 and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company 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. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job DescriptionRole Title: Chief Architect Role Level: SVP Location: Headquarters - Melville, NY Reports to: Chief Product & Technology Officer Role Overview: We are seeking a visionary Chief Architect to build and lead our enterprise-wide architecture function. This is a unique opportunity to design the technology blueprint for a global platform that processes millions of mission-critical transactions daily. As the most senior architecture leader, you will establish the standards, frameworks, and practices that will scale our business into its next phase of growth. This role requires strong hands-on execution. You’ll partner with executives, product leaders, and engineering teams to ensure architecture isn’t just theory — it’s the foundation of high-performing, resilient, and secure systems that power our business. Success in This Role Looks Like • A clear enterprise architecture framework adopted company-wide within 12–18 months., • Architecture governance embedded in delivery teams, balancing speed with quality., • Systems and platforms that scale reliably and securely as the company grows., • A recognized, high-performing architecture team trusted across executives, product, and engineering. Build and Lead the Architecture Function • Establish enterprise-wide architecture standards, frameworks, and governance, • Educate executives, product leaders, and engineers to embed architectural discipline across the organization., • Translate business strategy into technology capabilities across the enterprise., • Design a cohesive blueprint that links enterprise, solution, application, data, and security architecture., • Oversee architecture for new platforms and services., • Chair the Architecture Review Board to align design decisions across product and engineering., • Define the data architecture roadmap and governance practices that enable analytics, AI, and compliance., • Provide guidance on cloud adoption, DevSecOps, and infrastructure strategy., • Define reference architectures for microservices, APIs, and event-driven systems., • Build and inspire a team of enterprise, solution, application, data, and security architects., • Act as a strategic advisor to the executive team on technology investment, risk, and platform strategy., • Serve as the chief evangelist of architecture, influencing at all levels of the organization. Key Qualifications: Must-Have • 15–20+ years of experience in technology and architecture leadership, with at least 5 years as a Chief Architect in similar size organizations., • Background in platform, payments, fintech, e-commerce, or other high-transaction, high-availability industries strongly preferred., • Proven track record of establishing architecture functions in organizations without existing standards., • Deep expertise across enterprise, solution, application, data, and security architectures., • Mastery of cloud platforms (AWS, Azure, or GCP), microservices, APIs, distributed systems, and event-driven design., • Exceptional leadership and communication skills — able to educate, influence, and inspire at all levels., • Strong change management experience: capable of building frameworks, gaining buy-in, and embedding practices. Preferred • Experience working in platform or marketplace companies (e.g., Uber, Airbnb, DoorDash)., • Understanding of growth models and technology investment decision frameworks. API is the global leader for crew accommodation solutions, and we are changing the way businesses manage travel. Our technology platform streamlines the entire crew planning process, making day-to-day operations more efficient and elevating the crew layover experience. API’s proprietary technology, mobile solutions and our experienced team are positioned to offer our clients a complete, end-to-end platform that integrates seamlessly into their process. We are looking for dynamic, creative, and tech savvy individuals to join our team. If you are passionate about hard work, providing impeccable service, technology, and solutions to our clients then API may be a great fit for you! Other Duties Duties, responsibilities and activities may change at any time according to business needs. The performance of additional responsibilities if you are designated as a Data Protection Champion (DPC), Senior Information Risk Owner (SIRO) or Information Assurance Accounting Officer (IAAO). Work Environment This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk; use hands to finger, handle or feel; and reach with hands and arms. AAP/EEO Statement Accommodations Plus International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. Powered by JazzHR syTNrkoidO

Job Description 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 funds1 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,2 estate planning strategies, and business solutions. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 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.5 For more information about commission-based income and benefits for financial professionals please follow this link income-and-benefits Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Parental leave, • Tuition reimbursement, • Vision insurance Ability to Commute: • Melville, NY 11747 (Required) Ability to Relocate: • Melville, NY 11747: Relocate before starting work (Required) Work Location: In person

Job Description To be considered for this position, applicants must be within commuting distance of Melville, NY, be authorized to work in the United States, and have sales experience. 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 • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Complete the program requirements and join the management team as an associate partner, • Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program, • Hire and lead your own group of financial professionals while serving as an associate partnerQualifications:, • Cultural markets knowledge preferred but not required, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Must have financial services industry and/or insurance industry experience, • Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus, • Must be within commuting distance of Melville, NY, • Must be authorized to work in the United States, • Must have sales experienceAbout Company 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 our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We’re proud of our financial strength7 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s)

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's ‘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 a tuition reimbursement program for certain advanced, professional designation courses., • Three highly-skilled teams that provide advanced market 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, • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Transition into management as an Associate Partner once you have achieved the program requirements, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Select, hire, and grow your financial professionals team as an associate partner, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position Qualifications:, • Spanish, Portuguese, or other language fluency is beneficial, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Working knowledge of cultural markets is helpful, • Sales experience necessary, • Required knowledge and experience working in the insurance or financial services fieldAbout Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job Description We’re looking for driven and motivated leadership-oriented individuals to join our Management Career Path. In this career, you’ll have the opportunity to accelerate your path to management and advance within 6 months. Our ideal candidate is a dynamic and creative thinker with experience in any capacity of Management or Sales and is ready to confidently bring a winning sales plan to our exciting team. MBA Candidates also qualify. Apply today! Why work for us? • $100K base Salary plus Compensation, • Full employee Benefits: Health, dental, Vision, Life Insurance, and Disability, • Profit Sharing, • 401k, • Pension, • Build and develop a Team of Advisors, • Recruit potential candidates, • Motivate the sales team to meet or exceed established monthly, quarterly, and annual sales targets, • Assist your team in generating new business, closing deals, and increasing revenue, • Study and research local market trends and competitor activity to discover potential leadsQualifications:, • Experience in any Sales Capacity, • Experience in Management or any leadership role, • MBA degree About Company 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. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.