Wealth Planning Advisor (Hybrid)

New York Life - Nassau; New York (NY); Hybrid; USD 60,000 - 110,000; Full time

Benefits offered by this job

Licensing support

Mentorship program

Hybrid work flexibility

Comprehensive insurance plans

Job summary

New York Life, a Fortune 100 company, is seeking driven professionals to join our team as Financial Advisor / Wealth Planning Associates in Uniondale, NY. This role focuses on becoming trusted advisors who help clients with wealth planning, retirement, risk management, and legacy strategies.

The right candidate will be coachable, growth-oriented, and committed to becoming a top-performing professional. Training and licensing costs are covered by New York Life, with a strong emphasis on

Qualifications

• Associate's Degree or higher
• 1+ year of sales, marketing, business development, client-facing, or relationship management experience
• Willingness to travel to the office 3–4 days per week

Responsibilities

• Develop client relationships and build a pipeline of prospects.
• Conduct discovery meetings to understand financial goals and opportunities.
• Provide comprehensive financial planning guidance for clients.
• Perform periodic reviews and proactive client service to maintain high satisfaction.

Skills

Relationship building

Communication

Interpersonal skills

Education

Associate's Degree or higher

Job description

New York Life, a Fortune 100 company, is seeking driven professionals to join our team as Financial Advisor / Wealth Planning Associates in Uniondale, NY. This role focuses on becoming trusted advisors who help clients with wealth planning, retirement, risk management, and legacy strategies.

The right candidate will be coachable, growth-oriented, and committed to becoming a top-performing professional. Training and licensing costs are covered by New York Life, with a strong emphasis on