Wealth Advisor: Holistic Planning & Growth

WizeHire, Inc; Tulsa (OK); On-site; USD 60,000 - 120,000; Full time

Job summary

New York Life Insurance Company is seeking Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management.

Training cohorts for Associate Partner open four times per year, subject to change, with details available from a NY Life recruiter.

Qualifications

• Specific production and licensing requirements must be met.
• Training cohorts for Associate Partner open four times per year, subject to change, with details available from a NY Life recruiter.

Responsibilities

• Build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance.

Job description

New York Life Insurance Company is seeking Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management.

Training cohorts for Associate Partner open four times per year, subject to change, with details available from a NY Life recruiter.