Financial Advisor: Partner Path

2 days ago


Charlotte, North Carolina, United States New York Life Charlotte Full time
Unlock Your Potential as a Financial Services Partner

New York Life and NYLIFE Securities are seeking experienced leaders to join our Partner Path program. As a Partner, you'll have the opportunity to become a licensed financial advisor and potentially become a Partner in our Charlotte General Office.

Key Responsibilities:
  • Develop and execute a personalized strategy to increase customer acquisition and boost visibility for financial products and services.
  • Employ a range of financial solutions to provide tailored recommendations to clients.
  • Upon meeting program criteria, candidates will be eligible to join the Associate Partner Training Program.
  • As an Associate Partner, establish, educate, and grow a team of financial advisors.
  • As a Partner, train, nurture, and expand a network of sales professionals.
Requirements:
  • 3+ years of experience in financial planning, advising, or management, sales, or recruiting.
  • Series 6/7 and 63/65 or 66 licenses are ideal, or a candidate with leadership experience willing to become licensed within the first 6 months.
  • Strong track record of client acquisition and retention.
  • In-depth knowledge of investment products and financial markets.
  • Excellent communication and presentation skills, leadership skills, motivation, goal orientation, communication skills, integrity, and team spirit.


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