Financial Advisor, Wealth Advisory Services

Job overview

The Financial Advisor, Wealth Advisory Services role is listed in Fayetteville, NC, as a full-time opportunity. The posting describes commission-based compensation and notes that individual income depends on performance; it also cites a historical average for qualifying agents in 2022, not a guaranteed salary. New York Life’s Wealth Advisory Practice Model trains advisors to help individuals, families, and small businesses with financial needs. The role develops expertise in wealth accumulation and goals-based planning, including protection, retirement, investment, and estate planning. During the first 12–18 months, the advisor-in-training focuses on licensing, professional designations, and core curriculum while building a client practice with company training and sales support.

What you'll do

• Develop client relationships and help individuals, families, and small businesses address financial needs
• complete licensing, professional designations, and the core curriculum
• use goals-based planning to support wealth accumulation
• provide wealth management and advisory services when qualified
• use digital sales, prospecting, and marketing tools.

What we're looking for

Skills & competencies

financial advisor

wealth advisory

fayetteville nc

new york life

financial services

wealth management

retirement planning

investment planning

estate planning

commission-based compensation

licensing

professional development

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life, and disability insurance
• 401(k) and pension. Training subsidies and sales support are also described.

Why this role

The posting describes a 12–18-month training and licensing path and commission-based compensation; the cited 2022 average income is historical and not guaranteed.

About the employer

New York Life is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.