Experienced Life Agent - Wealth Advisor - Registered Representative

New York Life - John Judkins

Experienced Life Agent - Wealth Advisor - Registered Representative

Boston, MA
Full Time
Paid
  • Responsibilities

    We're looking for a dedicated and experienced life agent, wealth advisor, or registered representative ready to elevate their career and empower clients with New York Life. Here, you'll join a team of accomplished professionals committed to mentoring you and helping you reach your fullest potential. Our supportive environment ensures you won't just grow your book of business; you'll also develop as a trusted advisor in the financial services industry. With access to a dedicated mentor, sales development manager, and product consultants, you'll refine client strategies and offer the most relevant solutions. Plus, New York Life's renowned NYLIC University will provide you with a tailored learning experience at every stage of your career. If you're ready to specialize, we offer a clear path to becoming a subject matter expert through our partnership with The American College of Financial Services. You can deepen your expertise in areas like financial guidance, retirement planning, or wealth advisory. Our comprehensive benefits package includes health, dental, life, and disability insurance, a 401(k) plan, and reimbursement for select industry designations. With performance-based compensation, your hard work will be directly rewarded, offering significant income potential. Join us at New York Life, a company with a proud 175+ year history, and be the trusted partner clients deserve while realizing your professional aspirations. Responsibilities: • Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies. • Regularly review and monitor clients' financial portfolios to ensure alignment with their objectives and make adjustments as needed. • Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning. • Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning. • Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism. Qualifications: • 3+ years of experience in financial planning or a related field. • Life and Health Insurance License. • Strong background in financial analysis and risk management. • Excellent interpersonal and communication skills. • SIE, Series 6 or 7, and Series 63 preferred. • Must be authorized to work in the United States. Compensation: $90,000 - $120,000 yearly

    • Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies. • Regularly review and monitor clients' financial portfolios to ensure alignment with their objectives and make adjustments as needed. • Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning. • Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning. • Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism.

  • Compensation
    $90,000-$120,000 per year