Wealth Strategist

About the RoleAs a Wealth Strategist, you will have the opportunity to drive positive impact in the lives of families every day. Our company, 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.

New York Life's 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. From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients' financial future while building a meaningful career for yourself.

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.

Key responsibilities:

• Analyze client needs and develop comprehensive financial plans.
• Provide expert advice on investment and insurance products.
• Maintain relationships with existing clients and acquire new ones.

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