Marketing Director: Path To Financial Advisor

Associate Financial Advisor : Marketing Director Transition

As a marketing director, you have been crucial in growing a client base, driving sales revenue, and building strong relationships with existing clients.

For those professionals who want to take their career to a new level, you will transition your strong account management skills and combine those with paid licensing to become a licensed financial professional advisor.

You will play a vital role in managing and expanding relationships with clients who desire strong planning skills, guidance, and ongoing counsel.

This is a growth opportunity for a candidate who is passionate about providing exceptional service and driving revenue growth while building on your marketing expertise to develop your own practice.

Ideal candidates should have at least 3-5 years of experience in marketing leadership and client relations, strong communication skills, and the ability to learn and communicate market and investment product knowledge for systematic strategies.

Compensation : $75,000 - $150,000+

$75,000 - $150,000+

Responsibilities :

• Serve as a collaborative team player willing to further development through continued training opportunities
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs

Qualifications :

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• A bachelor's degree in journalism, marketing, business administration or communications is required
• Willingness to learn and obtain life / health and securities (Series 6 / 7 / 63 or 65 / 66) licensing through paid training
• Desire to achieve results and create positive rapport with clients and colleagues

About Company

New York Life Insurance Company is the nation's largest mutual life insurance company and one of the largest life insurance companies in the world.

New York Life's family of companies offers life insurance, retirement income, investments, long-term care insurance, and disability insurance that help people at all stages of life achieve financial security, delivered through agents and advisors nationwide.

New York Life also provides insurance and investment products to the institutional market and operates one of the world's largest global asset managers through New York Life Investments.

The company was founded in 1845 and has more than 178 years of experience helping individuals build better futures for themselves and those they love.