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Wealth Management Associate

2 months ago


Downers Grove, Illinois, United States New York Life Full time

Join New York Life Insurance Company as a Financial Services Professional

At New York Life, we are committed to excellence in financial stewardship and outstanding client service.

We are seeking individuals with leadership potential to participate in our Fast Track Management Program. This initiative offers a unique opportunity to expedite your journey into management, with the potential for advancement within a year. Our financial professionals assist clients in crafting long-term financial strategies to meet their objectives through a diverse range of financial products and services, including life insurance, fixed and variable annuities, and mutual funds.

As part of the Fast Track Management Program, you will begin your career as a financial professional, gaining practical experience. Upon fulfilling the program criteria, you will transition into a management role as an Associate Partner. In this capacity, you will be tasked with recruiting and nurturing your own team of financial professionals. You will also engage in the Associate Partner Training Program, an intensive six-month curriculum designed to equip you for success in management.

Eligibility Criteria:

  • MBA completion within the last 24 months
  • -or-
  • Prior management or entrepreneurial experience

Preferred Qualifications:

  • Life and Health Insurance License
  • FINRA registrations; Series 6 or 7 and Series 63
  • Previous sales experience

Why Choose New York Life?

New York Life provides extensive support and benefits to our financial professionals and managers, including comprehensive training programs and a competitive compensation package. Our dedicated teams at both the General Office and Corporate Office are committed to supporting our managers in making a positive impact on their agents and communities.

Our resources include:

  • NYLIC University training program, offering career-long support and growth, including tuition reimbursement for select advanced professional designation courses.
  • Three specialized teams providing advanced market support:
    • Our Advanced Planning Group.
    • Eagle Strategies for qualifying agents who are also Registered Representatives.
    • The Nautilus Group for qualifying agents who pay a monthly subscription fee.
  • A team of experienced product consultants to assist your agents in client acquisition efforts.

About New York Life

New York Life is recognized as one of the most reputable financial institutions in America, consistently featured on the Fortune 100 list. We have achieved the highest financial strength ratings from the leading rating agencies: Standard & Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA). For over six decades, we have set the standard in the industry, boasting the most U.S. members of the Million Dollar Round Table, a benchmark for excellence in life insurance sales performance.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.