Own Your Financial Advisory Practice

WizeHire, Inc; Buffalo (NY); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Training & licensing support

Career development

Job summary

New York Life offers a path for financial professionals to own and grow their book of business with strong backing from a trusted Fortune 100 leader. This role emphasizes independence within a supportive network, licensing assistance, and access to a broad range of life, retirement, and investment products.

You’ll develop client relationships, guide financial decisions, and leverage training and resources to expand your practice.

Responsibilities

• Develop and expand your own book of business through new client acquisition.
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning).
• Offer tailored solutions across insurance and financial products.
• Grow your knowledge and skills through specialized training and professional development.

Skills

Sales & prospecting

Client relationship

Financial product knowledge

Communication skills

Education

Licensing & credentials

Job description

New York Life offers a path for financial professionals to own and grow their book of business with strong backing from a trusted Fortune 100 leader. This role emphasizes independence within a supportive network, licensing assistance, and access to a broad range of life, retirement, and investment products.

You’ll develop client relationships, guide financial decisions, and leverage training and resources to expand your practice.