Hybrid Remote Wealth Advisor - Build Financial Practice

University of Delaware; Frisco (TX); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

Life and disability insurance

401(k)

Paid time off

Paid training

Parental leave

Matching gift program

Job summary

New York Life is hiring motivated professionals to develop into wealth advisors in a hybrid role based in Frisco, TX. You’ll receive training, mentorship, and marketing support while learning to help clients protect income, build wealth, and plan for retirement and college funding.

This is a commission-based career with training allowances during early years and opportunities to advance into wealth management. You’ll be supported by mentors and a strong network within a Fortune 100 company.

Qualifications

• Bachelor's degree required.
• No prior financial services experience required.
• Must have strong communication and relationship-building skills.

Responsibilities

• Build relationships with individuals, families, professionals, and business owners.
• Help clients identify financial goals and long‑term planning priorities.
• Educate clients on life insurance, retirement strategies, and investment solutions.
• Develop customized recommendations based on clients' needs and goals.
• Grow your client base through referrals, networking, and community involvement.
• Learn how to manage a professional financial services practice.
• Work toward licensing and advanced career opportunities in wealth management.
• Partner with experienced professionals and leadership to grow.

Skills

Entrepreneurial mindset

Self-motivated

Strong communication

Relationship building

Goal oriented

Education

Bachelor's degree

Job description

New York Life is hiring motivated professionals to develop into wealth advisors in a hybrid role based in Frisco, TX. You’ll receive training, mentorship, and marketing support while learning to help clients protect income, build wealth, and plan for retirement and college funding.

This is a commission-based career with training allowances during early years and opportunities to advance into wealth management. You’ll be supported by mentors and a strong network within a Fortune 100 company.