Wealth Strategist
7 days ago
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors.
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. Our wealth advisory practice model training program is designed to develop your expertise in helping clients build and manage wealth to meet a wide spectrum of their needs in the areas of protection, retirement, investment, and estate planning.
The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917 in 2022. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.
You'll be on a path to become a financial advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training.
We're proud of our financial strength, with A++ Superior (A.M. Best), AAA Exceptionally Strong (Fitch), Aaa Exceptional (Moody's), and AA+ Very Strong (Standard & Poor's) ratings.
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Financial Strategist
6 days ago
Raleigh, North Carolina, United States New York Life Full timeAbout the JobThis role involves developing and implementing personalized financial plans for clients, helping them achieve their goals and protect their assets. As a Wealth Advisor, you will have the opportunity to specialize in various areas, such as investment management, estate planning, and business solutions.
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Data Management Strategist
4 weeks ago
Raleigh, North Carolina, United States First Citizens Bank Full timeEnterprise Data ConsultantWe are seeking an experienced Enterprise Data Consultant to join our Wealth organization. This role supports initiatives that span all Lines of Business, collaborating with Executive Management, analysts, and stakeholders to drive actionable decision making.The ideal candidate will possess a strong background in data management,...