Executive Financial Planning Advisor

5 days ago


Wayne, Pennsylvania, United States New York Life Full time
Job OverviewNew York Life and its affiliates are committed to prudent financial management, high-quality products, and exceptional service. We empower our financial professionals to help clients develop a comprehensive, long-term financial strategy to achieve their goals.Salary InformationWe offer a competitive compensation package, including an estimated salary range of $80,000 - $120,000 per year, based on performance and experience.Job ResponsibilitiesAs a financial professional with New York Life, you will be responsible for building your practice, helping clients plan for their financial futures, and providing expert guidance on a range of financial products and services, including life insurance, investments, annuities, and mutual funds. Our dedicated teams at the General Office and corporate office support our agents, helping them impact their customers and communities.Required Skills and QualificationsTo succeed in this role, you will need:
  • High self-motivation and self-discipline, with the ability to work independently
  • An outgoing personality, excellent communication skills, and a sincere desire to help others
  • A fearless, positive attitude, and willingness to be accountable for results
  • Organizational skills, attention to detail, and excellent time-management abilities
  • A desire for continuous learning and growth
Benefits and OpportunitiesWe offer a range of benefits and opportunities, including:
  • Tremendous support and resources, including quality training programs, a competitive compensation package, and agent-focused tools
  • Opportunities for career growth and advancement, including specialized training and leadership development
  • Access to highly-skilled teams, including underwriters, product consultants, and experienced managers
  • A defined benefit pension plan and 401k1, providing substantial retirement savings potential


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