Management Fast-Track To Partner NYC

New York Life•New York, NY

6d•Onsite

About The Position

An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner between 6 months-1 year! Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term, investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters, who would like to: Become a partner within their first year and build a team of financial advisors Build their career with significant income potential. Manage their own work schedule and establish an attractive work/life balance. Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets Experience a lifetime of learning and professional development. Enjoy recognition and rewards for their financial achievements.

Requirements

MBA or previous management/team-building experience (REQUIRED)
Organized, detail-oriented, and excellent time management skills
Ambitious, disciplined, leaders who demonstrate the utmost professionalism
Relationship building and networking abilities, exemplary interpersonal skills
Coachable and the ability to work in a team based environment
College Degree
Personal Transportation will be required for this position
Must be U.S. Citizen or Permanent resident

Nice To Haves

J.D. (attorney) or M.B.A. a STRONG plus
Sales experience not required but a plus
FINRA Series 6, 7, 63, 65, or 66 a plus (company will pay for sponsorship for the right candidate)
Life & Health Insurance License not required (company will pay for sponsorship)
Financial Industry background a plus however, financial or insurance sales experience not required

Responsibilities

Meet with clients and maintain client relationships
Create and implement customizable financial solutions for individuals and businesses
Analyze relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests
Become a partner within their first year and build a team of financial advisors
Build their career with significant income potential
Manage their own work schedule and establish an attractive work/life balance
Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets
Experience a lifetime of learning and professional development
Enjoy recognition and rewards for their financial achievements