Fast-Track Financial Advisor Leader

WizeHire, Inc; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life seeks motivated individuals to become financial advisors who will meet with clients, maintain relationships, and develop customized financial solutions for individuals and businesses. This role emphasizes planning across risk, assets, retirement, taxes, education funding, succession, legacy, and charitable bequests.

Ideal candidates are self-motivated, able to manage their own schedule, and driven by opportunities for income growth and community impact through proactive financial

Responsibilities

• Meet with clients to understand financial goals and risk tolerance.
• Maintain ongoing client relationships and review financial plans.
• Create and implement customizable financial solutions for individuals and businesses.
• Analyze client information for estate, retirement, and tax planning considerations.
• Assist with education funding, business succession, legacy planning, and charitable bequests.

Skills

Self-motivation

Client relationship building

Goal-oriented planning

Job description

New York Life seeks motivated individuals to become financial advisors who will meet with clients, maintain relationships, and develop customized financial solutions for individuals and businesses. This role emphasizes planning across risk, assets, retirement, taxes, education funding, succession, legacy, and charitable bequests.

Ideal candidates are self-motivated, able to manage their own schedule, and driven by opportunities for income growth and community impact through proactive financial