Fast Track Management

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

Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests.

New York Life is dedicated to prudent financial management, high-quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds.

We are looking for motivated, self–starters, who would like to:

• Become a partner within their first year and build a team of financial advisors
• Build their career with significant income potential.
• Manage their own work schedule and establish an attractive work/life balance.
• Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets
• Experience a lifetime of learning and professional development.
• Enjoy recognition and rewards for their financial achievements.