Financial Advisor Specializing in Wealth Advisory
Compensation
$70k – $130k /yr
Employment type
Full-time
Work setting
On-site
Location
Durham, NC
Schedule
Day shift
Posted
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Job overview
The Financial Advisor role is an onsite position located in Durham, NC. The salary range is $69,600–$130,000 per year, supporting the wealth advisory practice at New York Life. This role exists to help clients build and manage wealth. It contributes to the company's goals by providing expert financial planning in protection, retirement, investment, and estate planning.
What you'll do
- Develop wealth accumulation strategies, manage client assets, obtain licensing, and complete wealth advisory curriculum.
What we're looking for
- Skills & competencies
- full-timeday shiftdurham ncfinancial advisorwealth advisoryfinanceinsuranceinvestmentplanningfortune 100
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, life, disability insurance, 401(k), pension.
Why this role
Subsidized training; New York Life pays 100% of licensing costs; Fortune 100 company.
About the employer
New York Life is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Insurance Agencies and Brokerages
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 5decc2ad-2f83-4b65-9958-3764c12b9566