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Private Wealth Advisor
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Wilmington, United States Leah Yosef International Full timeLead Financial Advisor Wilmington, DE Overview Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice. Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance...
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![New York Life](https://media.trabajo.org/img/noimg.jpg)
Wealth Advisor
2 months ago
Job Description
Are you a leader who has the following traits?
Competitive, Entrepreneurial, Coachable, Communicative, Self-disciplined, Authentic
If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
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. New York Life’s Wealth Advisory Practice Model training program is designed to develop your expertise in helping clients build and manage wealth to meet a wide spectrum of their needs in the areas of protection, retirement, investment, and estate planning. From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients’ financial future while building a meaningful career for yourself.
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 years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing advisors.
What you need to know
You’ll be on a path to become a financial advisor. Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals-based planning approach. You’ll focus in your first 12–18 months on obtaining licensing, earning professional designations and completing the core curriculum. New York Life pays 100% of the costs to obtain the following licenses and designations associated with becoming a financial professional and the Wealth Advisory Practice Model coursework:
Licenses: Life, Health, SIE, Series 6 (or 7) and 63
American College Designations: FSCP, ChFC and WMCP
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 financial professionals.
How we will compensate you.
You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.
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)
AA+ Very Strong (Standard & Poor’s)
Training Magazine’s APEX Award for 2022
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
5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
$579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
$4.5 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. Includes term, whole, and universal life.
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