Experienced Agent Wealth Advisor Registered Representative

Elevate your career. Empower clients. Shape your future. We’re looking for an experienced life agent, wealth advisor, or registered representative ready to take their practice to the next level of success. At New York Life, you won’t just grow your book of business—you’ll join a team of accomplished professionals committed to mentoring you and helping you achieve your fullest potential. Your Support Network You’ll have access to:
• A dedicated mentor to guide your professional journey.
• A sales development manager to help you refine and expand client strategies. • Product consultants to ensure you’re offering the most relevant solutions.
• NYLIC University—New York Life’s renowned training program, offering a blended-learning curriculum tailored to your development at every career stage. Ready to Specialize? With New York Life, you’ll have a clear, supported path to becoming a subject matter expert. Through our exclusive partnership with The American College of Financial Services , you can deepen your expertise in one of our key practice tracks: • Financial Guidance • Retirement Planning • Wealth Advisory • Business Solutions
• Estate Planning Who We’re Looking For
• Licensed Life/Health Agents
• Registered Representatives
• Investment Advisor Representatives What We Offer Your hard work is valued—and rewarded. With performance-based compensation directly tied to sales success, you’ll enjoy significant income potential. Our comprehensive benefits package for eligible full-time agents includes:
• Health, Dental, Life, and Disability Insurance
• 401(k) Plan
• Defined Benefit Pension Plan (subject to eligibility and vesting requirements)
• Reimbursement for select industry designations About New York Life New York Life is a Fortune 100 company with a proud 175+ year history of helping generations of Americans protect their families and achieve their financial goals. As a mutual company , we are accountable only to our policyholders—not Wall Street—allowing us to focus entirely on the long-term success of clients.

Join us. Be the trusted partner clients deserve—and the professional you aspire to be. Responsibilities:
• Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies.
• Regularly review and monitor clients' financial portfolios to ensure alignment with their objectives and make adjustments as needed.
• Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning.
• Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning.
• Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism.

Qualifications:

• 3+ years of experience in financial planning or a related field.
• Life and Health Insurance License.
• Strong background in financial analysis and risk management.
• Excellent interpersonal and communication skills.
• SIE, Series 6 or 7, and Series 63 preferred.
• Must be authorized to work in the United States. Compensation: $90,000 - $120,000 yearly

• Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies.
• Regularly review and monitor clients' financial portfolios to ensure alignment with their objectives and make adjustments as needed.
• Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning.
• Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning.
• Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism.

Compensation:
$90,000-$120,000 per year