Financial Advisor: Build Your Own Practice & Impact

WizeHire, Inc; North Bethesda (MD); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Long-term disability

401(k) with company match

Pension

Job summary

New York Life offers an opportunity for motivated financial professionals to help clients protect what matters and plan for the future. You’ll build your own practice with the strength and support of a Fortune 100 company, leveraging a broad product suite to tailor solutions for retirement, protection, education funding, and estate planning.

You’ll develop a personal brand in your community, grow a client base through referrals and networking, and shape a career path with leadership

Qualifications

• Demonstrated ability to guide clients through financial milestones.
• Ability to build and grow a personal client base through networking.
• Provide tailored financial guidance across retirement, protection, education funding, tax diversification, and estate planning.

Responsibilities

• Guide clients through important financial milestones and translate plans into action.
• Build and grow your own client base through networking, referrals, and relationships.
• Deliver personalized financial guidance for priorities like retirement and education funding.
• Offer solutions using a broad range of insurance and financial products.
• Develop a trusted presence in your community through integrity and professionalism.
• Collaborate with other professionals to expand client service capabilities.

Skills

Relationship building

Networking

Client advisory

Sales & prospecting

Community involvement

Job description

New York Life offers an opportunity for motivated financial professionals to help clients protect what matters and plan for the future. You’ll build your own practice with the strength and support of a Fortune 100 company, leveraging a broad product suite to tailor solutions for retirement, protection, education funding, and estate planning.

You’ll develop a personal brand in your community, grow a client base through referrals and networking, and shape a career path with leadership