What are the responsibilities and job description for the Wealth Management Associate position at New York Life Insurance Company & NYLIFE Securitiess, LLC.?
Wealth Management Associate
Build a Career Helping Individuals, Families, and Business Owners Achieve Financial Success
Are you looking for a career where your ambition, work ethic, and desire to help others directly impact your success?
At New York Life, we’re seeking motivated professionals to join our team as Wealth Management Associates. This opportunity is ideal for individuals who enjoy building relationships, solving problems, and making a meaningful difference in people’s financial lives.
Whether your background is in sales, banking, management, business development, education, hospitality, or another client-focused profession, we’ll provide the training, mentorship, and resources to help you build a successful long-term career.
What You’ll Do
- Meet with individuals, families, and business owners to understand their financial goals
- Develop customized strategies for wealth accumulation, retirement planning, income protection, and legacy planning
- Build lasting client relationships through education and exceptional service
- Grow your own book of business with ongoing mentorship and support
- Participate in comprehensive training, coaching, and professional development
- Work toward leadership opportunities within the organization
Qualifications
- Strong communication and interpersonal skills
- Self-motivated with an entrepreneurial mindset
- Coachable and eager to learn
- Professional attitude with a passion for helping others
- Bachelor’s degree preferred but not required
What We Offer
- Comprehensive training and licensing support
- Weekly coaching and one-on-one mentorship
- Flexible scheduling and hybrid work opportunities
- Professional development and leadership training
- Marketing and business development support
- Performance-based compensation with significant income potential
- Opportunity to build a rewarding long-term career with one of America’s most respected financial services organizations
Ideal Backgrounds
We’re interested in professionals with experience in:
- Sales
- Business Development
- Banking
- Retail Management
- Hospitality
- Real Estate
- Education
- Customer Service
- Military
- Entrepreneurship
If you’re looking for more than just a job and want the opportunity to build a meaningful career while helping others achieve financial security, we’d love to hear from you.
Apply today to learn more about becoming a Wealth Management Associate with New York Life.
Pay: $80,000.00 - $150,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Work Location: In person
Benefits:
Health Insurance, 401K Plan, Pension PlanSalary : $80,000 - $150,000