Financial Career Builder

3 days ago


Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full time
About the Role

This is a career opportunity to build or expand your financial services practice with New York Life in Washington DC and Virginia. The role involves developing tailored financial plans for clients, using a range of services to meet their needs and life circumstances.

Key Responsibilities:
  • Client Needs Assessment: Understand client financial concerns and assess their potential life and financial needs.
  • Financial Plan Implementation: Help clients implement financial recommendations, including life insurance, savings plans, and investment solutions.
  • Community Networking: Build relationships within your community and network with potential clients.
Benefits and Compensation

The estimated salary for this role is $95,000+, with commission at plan. As a financial professional with New York Life, you will have access to training, marketing support, and technical assistance to help you succeed.

New York Life offers a comprehensive three-year training program, as well as ongoing support and resources to help you grow your career.

As a Fortune 100 company, New York Life has been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals.



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