Licensed Financial Advisor: Partner Path

Job Description

Job Description

New York Life and NYLIFE Securities are currently seeking experienced managers from any industry to join our Partner Path program.

If you have led teams with dynamic change management or coached individuals to greater results, you have an opportunity to become a licensed financial advisor and may be selected to become a Partner in our Charlotte General Office.

At New York Life, a Partner’s responsibilities include the successful recruiting and development of a team that would enjoy :

• The opportunity to work for a Fortune 100 company
• Competitive benefits with unlimited income potential
• Comprehensive professional training and paid licensing
• Fully company-funded Pension Plan (subject to eligibility requirements)

By joining New York Life as a Partner, your ability to become promoted to a Senior Partner or Managing Partner is determined based on objective criteria.

Compensation :

$100,000 - $150,000+ at plan yearly

Responsibilities :

• Develop and execute a personalized strategy aimed at increasing customer acquisition and boosting visibility for financial products and services tailored to meet clients' requirements.
• Employ a variety of financial solutions including investments, life insurance, disability insurance, long-term care, annuities, and mutual funds to provide appropriate monetary recommendations to clients.
• Upon fulfilling the program criteria within twelve months, candidates will be eligible to join the Associate Partner Training Program on the Partner Path.
• As an Associate Partner, establish, educate, nurture, and grow a team of financial advisors.
• If promoted to Partner, responsibilities will involve training, nurturing, and expanding a network of sales professionals who will enjoy the perks of working for a Fortune 100 company, competitive benefits, professional development opportunities, and a fully funded pension plan (subject to eligibility criteria).

Qualifications :

• 3+ years of experience in financial planning or advising or management, sales, or recruiting is required for the candidate.
• Series 6 / 7 and 63 / 65 or 66 licenses are ideal, or a candidate with leadership experience willing to become licensed (paid) within the first 6 months.
• Strong track record of client acquisition and retention.
• In-depth knowledge of investment products and financial markets.
• Excellent communication and presentation skills; leadership skills, motivation, goal orientation, communication skills, integrity, and team spirit are essential qualities expected from the candidate.

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.