Financial Advisor

NewYorkLife/ NYLIFE Securities LLC

Financial Advisor

Lafayette, LA +1 location
Full Time
Paid
  • Responsibilities

    Are you looking to forge your career path on your own terms? Join New York Life, a prominent mutual insurance company in the US, and take pride in our strong financial position and history of MDRT members. We offer a wide range of financial and protection products to meet our clients' needs, including life and annuity insurance, long-term care insurance, disability insurance, and investment products. As a Financial Advisor, you have the opportunity to promote non-proprietary products through sponsored marketing agreements, such as group health insurance. If your focus is on wealth management, consider becoming part of our affiliate investment advisory, Eagle Strategies LLC. Our dedicated Advanced Planning Group provides case design for complex scenarios and additional client support. At New York Life, you have the flexibility to work from any of our numerous offices across the country or from the comfort of your home. You can choose to market your services under the New York Life brand or your own name. We offer a team of experienced professionals who will support your success through practice development initiatives and a high-quality learning platform. We also reward-driven advisors with incentives and opportunities for professional development trips. Financial Advisors at New York Life earn income through commissions, and in 2022, agents contracted to N8 and N9 who met minimum sales quotas earned an average annual income of $115,917. With a history of over 175 years, New York Life is known for providing financial stability to Americans. As a mutual company, our main focus is on delivering value to our policyholders. We are proud to maintain an A++ Superior rating from A.M. Best, an AAA Exceptionally Strong rating from Fitch, and an Aaa Exceptional rating from Moody's. New York Life has been recognized by Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders. In 2021, we had nearly $1.2 trillion in individual life insurance coverage, paid out $579 million in lifetime annuity income, and provided $4.5 billion in living benefits to over 5.3 million individuals. Join New York Life and take charge of your professional journey. With the support of the oldest and most respected mutual life insurance company in the US, the opportunities for career advancement are limitless. We value diversity and are proud to be an Equal Opportunity Employer. Responsibilities: Responsibilities • Developing and maintaining strong, long-term relationships with clients in Lafayette, LA to safeguard their financial well-being • Customizing financial solutions by utilizing a variety of insurance and investment products from NYLIFE Securities LLC to meet individual client needs • Offering specialized services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning to clients • Becoming a Registered Investment Advisor with Eagle Strategies LLC to provide holistic financial strategies • Participating in sponsored marketing campaigns and delivering personalized group health insurance options to clients • Pursuing personal and financial growth alongside clients in Lafayette, LA • Creating a positive and enduring impact through dedicated work as a Financial Advisor • Keeping abreast of industry trends and furthering education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning • Earning recognition from prestigious organizations like Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders Qualifications: • To succeed in this role, you must excel in competitive environments. • A strong entrepreneurial mindset is essential for this position. • Being open to coaching and feedback is a key attribute we are looking for. • Excellent communication skills are a must-have for effective client interactions. • Self-discipline is a critical quality needed to thrive as a Financial Advisor. • Emphasizing authenticity in your approach is highly valued in this role. Compensation: $74,021 - $142,039 at plan yearly

    • Responsibilities • Developing and maintaining strong, long-term relationships with clients in Lafayette, LA to safeguard their financial well-being • Customizing financial solutions by utilizing a variety of insurance and investment products from NYLIFE Securities LLC to meet individual client needs • Offering specialized services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning to clients • Becoming a Registered Investment Advisor with Eagle Strategies LLC to provide holistic financial strategies • Participating in sponsored marketing campaigns and delivering personalized group health insurance options to clients • Pursuing personal and financial growth alongside clients in Lafayette, LA • Creating a positive and enduring impact through dedicated work as a Financial Advisor • Keeping abreast of industry trends and furthering education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning • Earning recognition from prestigious organizations like Training Magazine, Human Rights Campaign, Forbes, and Latino Leaders

  • Locations
    Lafayette, LA • Baton Rouge, LA