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Wealth Management Consultant

2 months ago

Lafayette, Louisiana, United States NewYorkLife NYLIFE Securities LLC Full time

Embark on a rewarding career journey with New York Life, a prominent mutual insurance organization renowned for its robust financial stability and esteemed history of MDRT members.

As a Financial Advisor Representative, you will have the opportunity to offer a diverse array of financial and protection solutions tailored to meet the unique needs of clients. Our offerings include life and annuity insurance, long-term care insurance, disability insurance, and various investment products.

For those with a background in wealth management, consider a position within our affiliate investment advisory, Eagle Strategies LLC. This role provides access to specialized services through our Advanced Planning Group, which assists in designing strategies for complex financial scenarios.

At New York Life, you can choose to operate from one of our numerous offices nationwide or work remotely. You have the flexibility to promote your services under the New York Life brand or your personal brand. Our dedicated team of professionals is committed to supporting your success through comprehensive practice development initiatives and a top-tier learning platform. Additionally, we recognize and reward driven advisors with incentives and opportunities for professional growth.

Compensation:
$74,021 - $142,039 at plan yearly

Key Responsibilities:

  • Building and maintaining strong relationships with clients to ensure their financial well-being.
  • Customizing financial solutions by utilizing a variety of insurance and investment products from NYLIFE Securities LLC.
  • Delivering expert services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning.
  • Achieving registration as a Registered Investment Advisor with Eagle Strategies LLC to provide comprehensive financial strategies.
  • Participating in sponsored marketing initiatives and presenting tailored group health insurance options.
  • Engaging in personal and financial development alongside clients.
  • Making a significant and lasting impact through dedicated service as a Financial Advisor.
  • Staying informed on industry trends and pursuing ongoing education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning.

Qualifications:

  • A strong entrepreneurial mindset is essential for success in this role.
  • Ability to thrive in competitive environments is crucial.
  • Receptiveness to coaching and feedback is highly valued.
  • Excellent communication skills are necessary for effective client interactions.
  • Self-discipline is a vital attribute for achieving success.
  • Authenticity in your approach is highly regarded.

About the Company:
New York Life Insurance Company/NYLIC Securities is a leading firm based in New York, NY, dedicated to making a meaningful impact on the financial health of individuals, families, and small businesses.