Financial Services Representative — Wealth Management Track at New York Life

You are viewing a preview of this job. Log in or register to view more details about this job. Build a meaningful career in financial services with New York Life Are you looking for a career where you can grow into a trusted advisor, build long-term client relationships, and help families and business owners make confident financial decisions? At New York Life , we’re hiring motivated professionals who want to develop into wealth advisors . This opportunity is designed for people who are entrepreneurial, coachable, relationship-driven, and serious about building a long-term career in financial services. As a Wealth Advisor Associate, you’ll receive training, mentorship, digital tools, and business development support while learning how to help clients protect their income, build wealth, prepare for retirement, plan for college, and create financial strategies for their families and businesses. This is not a typical sales job. It is a career path for someone who wants purpose, independence, professional growth, and the opportunity to build a client-centered financial practice. What You’ll Do In this role, you will: Build relationships with individuals, families, professionals, and business owners Help clients identify financial goals, protection needs, and long-term planning priorities Educate clients on life insurance, retirement strategies, annuities, long-term care, disability income protection, college savings, and investment solutions Develop customized recommendations based on each client’s needs and goals Grow your client base through referrals, networking, community involvement, and relationship-building Learn how to manage a professional financial services practice Work toward licensing and advanced career opportunities in financial advising and wealth management Partner with experienced professionals, mentors, and leadership as you grow What We’re Looking For We’re looking for candidates who are: Entrepreneurial and self‑motivated Competitive, disciplined, and goal‑oriented Coachable and eager to learn Strong communicators who enjoy building relationships Passionate about helping people make smart financial decisions Professional, trustworthy, and authentic Interested in wealth management, financial planning, business ownership, or leadership Comfortable with performance‑based growth and income potential Prior financial services experience is not required. Candidates from banking, sales, business development, education, hospitality, recruiting, real estate, customer service, leadership, athletics, and entrepreneurship often do well in this career. What New York Life Provides Training and Development New York Life provides a structured training program, personalized coaching, and access to dedicated development professionals. You’ll learn essential skills in marketing, communication, client relationship management, prospecting, financial concepts, and business development. Qualified full‑time agents may also receive training allowances or subsidies during their first two full‑time contract years while growing their practice. Mentorship and Team Support You’ll be supported by managers, trainers, mentors, study groups, and peer‑to‑peer learning opportunities. You’ll have independence, but you will not be building alone. Digital Tools and Marketing Support New York Life provides digital tools for client relationship management, prospecting, marketing, social media, email campaigns, and client education. Broad Product and Planning Solutions Together with its subsidiaries, New York Life offers life insurance, annuities, long‑term care insurance, disability income insurance, and investment products through NYLIFE Securities LLC. Qualified professionals may also pursue opportunities with Eagle Strategies LLC to offer wealth management and advisory services. Income and Benefits This is a commission‑based career with the ability to grow your income based on your work ethic, activity, and results. New York Life reports that in 2023, the average income of agents under the N8 and N9 Agent’s Contracts who met annual minimum sales production requirements was $117,359 . Individual income is not guaranteed and will vary based on performance. Eligible full‑time agents may also have access to: Medical, dental, and vision insurance Life and disability insurance 401(k) Recognition opportunities Professional‑development trips for top performers Why New York Life? New York Life is a Fortune 100 company with more 175 years of history helping families and businesses protect what matters most and work toward their financial goals. As a mutual company, New York Life is accountable to policyholders, not outside shareholders. That means our focus is on long‑term client relationships, trust, and doing what is right for the people we serve. You’ll have the ability to build your own practice while being backed by one of the most financially strong and respected companies in the industry. This May Be a Great Fit If You’re Searching For Equal Opportunity Employer New York Life is an Equal Opportunity Employer — M/F/Veteran/Disability/Sexual Orientation/Gender Identity. 401(k) 401(k) matching Financial planning services Flexible spending account Health insurance Life insurance Matching gift program Paid time off Paid training Parental leave Referral program Vision insurance Application Question(s): Outside Sales Experience Education: Bachelor's (Required) Work Location: Hybrid remote in Frisco, TX 75034 #J-18808-Ljbffr University of Delaware