Wealth Advisor
Job Description
Job Description
Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
- Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals-based planning approach.
- You’ll focus in your first 12–18 months on obtaining licensing, earning professional designations and completing the core curriculum.
- New York Life pays 100% of the costs to obtain the following licenses and designations associated with becoming a financial professional and the Wealth Advisory Practice Model coursework:
- Licenses: Life, Health, SIE, Series 6 (or 7) and 63 American College
- Designations: FSCP®, ChFC® and WMCP®
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA+ Very Strong (Standard & Poor’s)
- Training Magazine’s APEX Award for 2022
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America’s Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For
- 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
- $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
- $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
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