Wealth Management Consultant

2 weeks ago


Citrus Heights, California, United States New York Life Full time

Wealth Management Consultant at New York Life

Are you a visionary with the following characteristics?

  • Driven
  • Innovative
  • Receptive to feedback
  • Articulate
  • Self-motivated
  • Genuine

If you resonate with these traits, consider a career as a financial consultant with New York Life. Take control of your professional journey with the backing of a Fortune 100 organization, specializing in the financial services industry. New York Life is committed to your professional growth from the outset, offering training in vital competencies such as marketing strategies, client relationship management, and effective communication. Additionally, a dedicated development team and sales resources will assist you in achieving your goals.

Who we are looking for...

We seek individuals who are eager to make a meaningful difference in the financial health of individuals and organizations. This role transcends traditional sales; it is a career filled with purpose and opportunity. By providing financial stability to your clients, you will help them navigate intricate issues such as retirement planning and educational savings. As a financial consultant, you will observe the positive impact of your efforts over time, fostering both personal and professional growth alongside your clients.

What we offer...

Comprehensive Training

Benefit from extensive training that includes access to a premier learning platform, personalized coaching from industry experts, and the chance to earn professional certifications. New York Life is dedicated to your advancement, even subsidizing your training in the early stages. Moreover, you will receive performance-based incentives and opportunities to participate in professional development trips for top achievers.

Digital Resources

In addition to training, New York Life provides essential tools for daily success, including access to specialists for ongoing assistance and a suite of digital sales and marketing resources to engage and retain clients through web, social media, and email content.

Product Offerings

In collaboration with its subsidiaries, New York Life presents a diverse array of products, including life insurance, annuities, long-term care insurance, disability income plans, and investment options such as mutual funds through NYLIFE Securities LLC. This ensures that the solutions you develop with clients align with their financial goals. Furthermore, you can specialize by becoming a financial consultant with Eagle Strategies LLC, offering wealth management services, estate planning, and business solutions.

Supportive Environment

Join a collaborative team at New York Life that provides peer-to-peer support through study groups, mentorship initiatives, and various engagement opportunities for financial consultants.

Compensation Structure

Determine your earning potential through our commission-based model. Agents under specific contracts at New York Life have reported an average income based on achieving annual sales targets. Individual performance directly influences your earnings, complemented by benefits such as medical, dental, vision, life, and disability insurance, along with a 401(k) and pension plan.

About New York Life

New York Life, a Fortune 100 company, has a rich legacy of supporting individuals' families and financial aspirations for over 175 years. As a mutual company, New York Life prioritizes the interests of policyholders over external stakeholders, remaining steadfast in its commitment to clients' long-term success.

Awards & Recognition

Financial Strength

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody's)
  • AA+ Very Strong (Standard & Poor's)

Diversity Acknowledgment

  • 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

Client Impact

  • 5.5 million LIVES PROTECTED
  • $938 million LIFETIME ANNUITY INCOME PAID
  • $4.9 billion IN LIVING BENEFITS AWARDED
  • Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE

Offered by licensed representatives through NYLIFE Securities, a Licensed Insurance Agency and a New York Life company. Wealth management services by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.

Join us at New York Life, an Equal Opportunity Employer fostering diversity and inclusion across all aspects.



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