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Wealth Management Consultant
2 months ago
We are seeking dedicated individuals who aspire to make a significant difference in the financial health of clients, including individuals, families, and small enterprises. This role transcends traditional sales; it is a fulfilling career with meaningful opportunities. You will provide reassurance to your clients as they navigate the complexities of financial planning, including retirement preparation and educational savings. As a Wealth Management Consultant, you will witness the positive outcomes of your efforts over time, fostering both personal and professional growth alongside your clients.
Why Join Our Team?
- Incentives for performance
- Weekly financial support
- We cover licensing expenses
- Annual performance-based trips
- Career advancement through our Fast-Track Management Program
Location Requirement: We are currently considering applicants from specific regions. All other candidates will not be evaluated.
Compensation:Potential earnings exceeding $120,000 based on performance.
Key Responsibilities:- Assist clients in achieving their financial objectives through tailored product, strategy, and investment advice.
- Collect and evaluate each client's financial data to accurately assess their financial situation, cash flow, expectations, goals, retirement plans, and other wealth management factors.
- Establish and nurture strong relationships with new clients, acting as their trusted financial consultant.
- Be a collaborative team player, open to ongoing education and mentorship from colleagues.
- Develop customized financial strategies for each client, considering their professional circumstances, life stages, and changing financial needs.
- Competitive spirit
- Entrepreneurial mindset
- Willingness to learn
- Strong communication skills
- Self-motivated
- Genuine and authentic
- Proficient in relationship building
- A degree in Finance or Business Administration is advantageous but not mandatory
- An MBA is beneficial for our Fast-Track Management Program but not required
New York Life offers a diverse array of financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment options such as mutual funds through our broker-dealer, NYLIFE Securities LLC (a member of FINRA and SIPC). This ensures that the solutions you create with your clients are designed to help them and their families meet their financial aspirations.
Additionally, you will have the opportunity to specialize in various areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, which provides wealth management, estate planning, and business solutions.
If you are interested in leadership, New York Life offers pathways to join our Fast-Track Management program, explore Corporate Careers, and engage in Training & Development roles within 1-2 years.
