Financial Advisor, Wealth Advisory

Job overview

The Financial Advisor, Wealth Advisory role is listed in Greenville, NC. The posting describes commission-based compensation and reports an average 2022 income of $115,917 for agents meeting specified annual sales requirements; individual income depends on performance and is not guaranteed. New York Life’s wealth advisory training supports advisors helping individuals, families, and small businesses plan for financial needs. The role develops toward advising clients on protection, retirement, investment, and estate-planning needs. The first 12–18 months focus on licensing, professional designations, and core curriculum, supported by training, coaching, and digital sales and marketing tools.

What you'll do

• Develop client relationships and help clients build and manage wealth using a goals-based planning approach
• complete licensing, professional designations, and the core curriculum
• use sales, prospecting, and marketing tools to attract and retain clients
• provide solutions related to protection, retirement, investment, and estate planning as qualified.

What we're looking for

Skills & competencies

financial advisor

wealth advisory

financial planning

retirement planning

investment planning

estate planning

client relationships

training program

greenville nc

new york life

commission-based

licensing support

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life, and disability insurance, 401(k), pension, training support, and sales incentives.

Why this role

The posting describes a Wealth Advisory Practice Model training program and company-paid costs for specified licenses and designations.

About the employer

New York Life is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.