Financial Advisor, Wealth Advisory Services

Job overview

The Financial Advisor, Wealth Advisory Services role is onsite in Wilmington, NC. The posting describes commission-based compensation and reports an average 2022 income of $115,917 for agents meeting annual minimum sales requirements; individual income depends on performance and is not guaranteed. New York Life’s training program prepares advisors to help clients address protection, retirement, investment, and estate-planning needs.

What you'll do

• Develop client relationships and help individuals, families, and small businesses build and manage wealth using a goals-based planning approach. Complete licensing, professional designations, and core curriculum
• use the company’s digital sales, prospecting, and marketing tools
• and work with training professionals and peers.

What we're looking for

Skills & competencies

financial advisor

wealth advisory

financial planning

retirement planning

investment planning

estate planning

training provided

wilmington nc

new york life

commission-based compensation

licensing

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life, and disability insurance
• 401(k)
• pension
• training and development
• and sales incentives and professional-development trips for top-performing advisors.

Why this role

New York Life subsidizes training during the first two years and pays the costs of specified licenses, designations, and coursework.

About the employer

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