Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Wealth Advisor

New York Life Insurance Company

Job Description

Job Description

What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our Company is a great place to build your career. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated –self-starters who want:

  • Comprehensive and ongoing professional training and development
  • State-of-the-art marketing and sales solutions
  • A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients
  • A clearly defined career path including opportunities in Management for qualified individuals.
  • Comprehensive benefits, including a defined benefit pension plan, and significant earnings potential
Here's what you'll do: As a New York Life Financial services professional, you'll be offering high quality life insurance, fixed annuities, 2 long-term care insurance and other products for insurance and retirement planning needs. You'll also:
  • Develop and implement business and marketing plans
  • Prospect for potential clients Discuss financial concerns and needs of individuals
  • Present potential solutions using our world class suite of products and services
  • Develop your professional skills and knowledge
EOE M/F/D/V 503908 1 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Issued by New York Life and Annuity Corporation, a Delaware Corporation

Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Client Wealth Advisor in Medford, NY vacancy
  • J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series... 
    Suggested

    Fairygodboss

    Selden, NY
    2 days ago
  •  ...financial services professional to consult on financial planning, life and health insurance, and long-term protection strategies for clients. This role emphasizes meaningful client conversations, strong analytical skills, and the ability to tailor product solutions while... 
    Suggested

    John Fischer - State Farm Insurance Agent

    Selden, NY
    1 day ago
  • $66.56k - $99.32k

    TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment...  ...skills and understand financial analysis and wealth management. This full-time role requires travel within... 
    Suggested
    Full time

    TD Bank

    Medford, NY
    4 days ago
  • $24 - $27 per hour

    Location 2410 N. Ocean Avenue,Farmingville, NY, 11738,United States Job Category Retail Banking Employee Type Regular Full Time Required Degree High school Manage Others No Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding...
    Suggested
    Full time
    Part time
    Work experience placement
    Immediate start

    Teachers-Federal-Credit-Union

    Medford, NY
    2 days ago
  • Teachers Federal Credit Union in Selden, New York is seeking a Financial Services Representative II to build and strengthen member relationships. You will process financial transactions and provide tailored solutions to meet members' financial needs. The ideal candidate...
    Suggested

    Teachers Federal Credit Union

    Selden, NY
    2 days ago
  •  ...Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on... 
    Flexible hours

    John Fischer - State Farm Agent

    Selden, NY
    4 days ago
  •  ...Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a... 
    Local area
    Flexible hours
    Night shift

    Suffolk Credit Union

    Medford, NY
    2 days ago
  • $142.1k - $236.8k

     ...goal met through the acquisition of new clients from internal and external sources, and the...  ...of solutions for a comprehensive wealth management strategy for individuals, business...  ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current... 
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Hauppauge, NY
    1 day ago
  • $70k - $100k

     ...Overview Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial... 
    Full time
    For contractors
    Flexible hours

    Jpfischer

    Selden, NY
    4 days ago
  • $17 - $18 per hour

     ...when necessary Pick orders and stock shelves Receive and ticket inventory Fulfill orders by cutting, and processing to the client specifications Magnitude and relationship reporting This position reports to the Warehouse supervisors and may receive... 
    Hourly pay
    Temporary work

    MillerKnoll

    Yaphank, NY
    4 days ago
  • $142.1k - $236.8k

     ...goal met through the acquisition of new clients from internal and external sources, and the...  ...of solutions for a comprehensive wealth management strategy for individuals, business...  ...Client Managers, Custom Credit, Investment Advisors, and Trust Officers to assess the client'... 
    Temporary work
    Work experience placement
    Local area

    001 Manufacturers and Traders Trust Co

    Hauppauge, NY
    1 day ago
  •  ...financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth.... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Patchogue, NY
    a month ago
  •  ...make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Medford, NY
    1 day ago
  •  ...banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-... 
    Work at office

    TD Bank

    Patchogue, NY
    1 day ago
  • $30 - $36 per hour

    Machine Sales Coordinator Location: Holtsville, NY Pay: $30-$36/hour (dependent on experience) Bonus: 5% bonus potential Benefits: ~ Medical/dental/vision insurance ~401(k) with company match ~ Holidays & competitive PTO ~ Company laptop & cell phone ...
    Work at office
    Local area

    H.O. Penn Machinery, Inc.

    Holtsville, NY
    2 days ago
  • $57.82k

    Financial Clearance Associate - Full Time, Evenings Finance/Accounting/Billing Patchogue, NY Full-Time/Regular NYU Langone HospitalSuffolk is a 306-bed medical center, providing care to residents of eastern Long Island. The hospital facility is home to the Knapp...
    Full time
    Work at office
    Monday to Friday
    Afternoon shift

    NYU Langone Health

    Patchogue, NY
    2 days ago
  • JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions. You will build lasting client relationships, provide strategic advice, and partner with specialists to meet clients' financial... 

    Fairygodboss

    Center Moriches, NY
    3 days ago
  • $70k - $100k

    A financial services agency in Selden, NY is seeking a Financial Services Representative to assist clients with financial planning and insurance strategies. The ideal candidate should possess a Life & Health license and FINRA Series 6/63/65. Responsibilities include consulting... 
    Full time
    Flexible hours

    Jpfischer

    Selden, NY
    4 days ago
  • Bank of America, through Merrill Wealth Management, offers an Advisor Development Program to groom Financial Advisors who work with high-net-worth individuals, identify client needs, and deliver tailored investment guidance. You will collaborate with Merrill Advisor Teams... 

    Bank of America

    Smithtown, NY
    1 day ago
  • $17 per hour

    Part time or full time position for a small animal hospital. Need to be compassionate, hard working and honest. Must be able to work until closing on weeknights. Training is available. Pay commensurate with experience. Employment Type: Full Time Salary: $17 - $24...
    Hourly pay
    Full time
    Part time

    Patchogue Animal Hospital

    Patchogue, NY
    6 days ago
  • $20 - $22 per hour

     ...assist the Office Manager with daily operational needs of the facility. ESSENTIAL DUTIES AND RESPONSIBILITIES: Ensure that all clients are treated with dignity and respect. Affirming care for Lesbian, Gay, Bisexual, Transgender and Questioning clients. Assist... 
    Daily paid
    Full time
    Part time
    Work at office
    Flexible hours
    Night shift

    Seafield Center

    Medford, NY
    2 days ago
  • $21.78 - $25.59 per hour

     ...Identify red flags based on risk guidelines and refer escalations to supervisors when necessary. Member Experience: Be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market. Make sound recommendations for products and... 
    Hourly pay
    Work at office
    Flexible hours
    Night shift

    FourLeaf Federal Credit Union

    Patchogue, NY
    1 day ago
  • $23 - $24.5 per hour

    Job Category Retail Banking Employee Type Regular Full Time Required Degree High school Manage Others No Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better...
    Full time
    Part time
    Work experience placement
    Immediate start
    Flexible hours

    Teachers-Federal-Credit-Union

    Oakdale, NY
    1 day ago
  • $23 - $24.5 per hour

    Teachers Federal Credit Union in the Town of Islip is looking for a Financial Services Representative to strengthen member relationships and guide them in efficient banking practices. The ideal candidate will have a High School diploma and preferably one year of experience...
    Hourly pay

    Teachers Federal Credit Union

    Central Islip, NY
    1 day ago
  • Teachers Federal Credit Union seeks a Financial Services Representative to build and strengthen member relationships by guiding them to modern banking online, via mobile, and at ATMs. You will learn members' personal financial goals and tailor solutions, processing routine...

    Teachers Federal Credit Union

    Oakdale, NY
    5 days ago
  • $24.5 - $28 per hour

    Join to apply for the Senior Financial Services Representative - Nesconset role at Teachers Federal Credit Union . Summary The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually...
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start

    Teachers Federal Credit Union

    Smithtown, NY
    1 day ago
  • Island Hospitality Management - - Responsibilities: Check-in and check-out hotel guests; Process payments according to established hotel requirements; Provide information and assistance to guests and vendors; Prepares all necessary reports during each shift for the management...
    Part time
    Shift work

    Island Hospitality

    Farmingville, NY
    17 hours ago
  • Teachers Federal Credit Union is seeking a Financial Services Representative II in Hauppauge, NY. You will build and strengthen member relationships, guide customers to online and mobile banking, and support transactions in person or remotely. The role requires 1+ year ...
    Remote work

    Teachers Federal Credit Union

    Hauppauge, NY
    5 days ago
  • Teachers Federal Credit Union in the United States is seeking a Financial Services Representative to build and strengthen member relationships by guiding them to online, mobile, and ATM solutions. This role focuses on understanding members' financial goals and offering ...

    Teachers-Federal-Credit-Union

    Oakdale, NY
    1 day ago
  • Teachers Federal Credit Union is seeking a Financial Services Representative II to build and strengthen member relationships and introduce members to efficient online banking, mobile apps, and ATMs both in person and virtually. You will learn members’ personal financial...

    Teachers Federal Credit Union

    Center Moriches, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Wealth Advisor. Be the first to apply!