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Investment Advisor Representative

2 months ago

Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time
About New York Life

New York Life, a distinguished mutual insurance company, offers a strong financial foundation and a track record of MDRT members. Our wide range of financial and protection products caters to various client needs, including life and annuity insurance, long-term care insurance, disability insurance, and investment products.

Role Overview

As an Investment Advisor Representative, you will support non-proprietary products through sponsored marketing agreements, such as group health insurance. You will also have the opportunity to explore a role within our affiliate investment advisory, Eagle Strategies LLC, offering a valuable path to pursue.

Responsibilities
  • Cultivate and nurture enduring relationships with clients to ensure their financial security.
  • Provide specialized services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning to clients.
  • Attain registration as a Registered Investment Advisor with Eagle Strategies LLC to offer comprehensive financial strategies.
  • Engage in sponsored marketing campaigns and present personalized group health insurance choices to clients.
  • Pursue personal and financial development alongside clients.
  • Make a positive and lasting impact through dedicated work as a Financial Advisor.
  • Stay updated on industry trends and continue education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning.
Qualifications
  • Thriving in competitive environments is a key requirement for excelling in this role.
  • Possess a strong entrepreneurial mindset.
  • Be receptive to coaching and feedback.
  • Exhibit excellent communication skills.
  • Display self-discipline.
  • Emphasize authenticity in your approach.