A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
Licensed Insurance Producer New York Life - West Texas General Office Amarillo, TX Job Details Full-time $120,555 - $225,000 a year 5 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) Life insurance Qualifications Customer communication Customer relationship building Client retention Investment client management Industry trends Customer engagement Financial product expertise Customer relationship management Experience practicing in the securities industry Retirement planning advisory services Full Job Description
MUST BE LOCATED IN WEST TEXAS
Build Your Practice with the Strength of New York Life Ready for more independence, greater earning potential, and the backing of a Fortune 100 company? At New York Life, you'll have the opportunity to grow your own career while helping clients achieve their financial goals. With industry-leading financial strength, a respected brand, and a broad range of solutions, you'll have the tools and support to take your career to the next level. Comprehensive Product Suite Enhance client offerings with: Life insurance, annuities, long-term care, and disability insurance Investment solutions through NYLIFE Securities LLC (FINRA/SIPC) Advisory services via Eagle Strategies LLC, a Registered Investment Adviser Group health and business solutions through sponsored marketing agreements Advanced Planning Group support for complex and high-net-worth cases Growth and Support for Seasoned Professionals We invest in your continued success: No competition from internal teams, 100% support Specialization paths in advanced markets: retirement, estate, business, and wealth planning Continuing education, study groups, mentorships, and peer collaboration Incentive programs, recognition, and development trips for top producers
Compensation and Benefits:
Your income reflects your performance: Commission-based compensation with upside earning potential Average income for qualifying financial professionals in 2024: $120,555 Eligible full-time professionals may qualify for medical, dental, life, disability, 401(k), and pension benefits If you're ready to take your career to the next level while making a difference in people's lives, we invite you to apply with New York Life today! New York Life Insurance Company is an equal opportunity employer
Develop and implement comprehensive financial plans tailored to clients' needs and goals. Conduct a thorough financial analysis and provide insights on investment management and cash flow. Advise clients on estate planning, tax strategies, and wealth management options. Utilize financial software to track and manage client portfolios effectively. Build and maintain strong customer relationships through excellent communication and service. Stay updated on financial regulations and market trends to provide informed advice.
Qualifications:
Experience in financial services, insurance, or a related field. Ability to build and maintain a strong client base through networking and relationship-building. Proven track record of providing customized financial solutions to meet diverse client needs. Strong understanding of retirement planning, wealth accumulation, and protection strategies. Excellent communication and interpersonal skills to effectively engage with clients and colleagues. Commitment to ongoing professional development and staying updated with industry trends. Ability to work independently while being part of a supportive team environment in West Texas. Must live in the Amarillo area. About Company New York Life, is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping Americans protect their families and attain financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on long-term success. Over $1.2 trillion
LIFE INSURANCE PROTECTION IN FORCE.
Includes term, whole, and universal life. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
