Wealth Management Consultant

New York Life - West Texas General OfficeMidland, TX, US

26 days ago

Job type

Full-time

Job description

Must Live in West Texas)

Company Overview

New York Life is a Fortune 100 company and the largest mutual life insurance company in the United States. With a legacy spanning over 175 years, we are dedicated to providing life insurance, retirement income, investments, and long-term care insurance to families and communities across the nation.

Comprehensive Product Suite

Enhance your client offerings with :

Life insurance, annuities, long-term care, and disability insurance
Investment solutions through NYLIFE Securities LLC (FINRA / SIPC)
Advisory services via Eagle Strategies LLC, a Registered Investment Adviser
Group health and business solutions through sponsored marketing agreements
Advanced Planning Group support for complex and high-net-worth cases

Growth and Support for Seasoned Professionals

We invest in your continued success :

No competition from internal teams—100% support

Specialization paths in advanced markets : retirement, estate, business, and wealth planning

Continuing education, study groups, mentorships, and peer collaboration

Incentive programs, recognition, and development trips for top producers

Compensation and Benefits

Your income reflects your performance :

In 2023, agents under our N8 and N9 contracts who met minimum production averaged $117,359; the top 50 averaged $1.68M

Full-time eligible agents enjoy comprehensive benefits : medical, dental, vision, 401(k), and pension

If you're ready to take your career to the next level while making a difference in people's lives, we invite you to apply with New York Life today!

New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / General Identity

Compensation : 115,000+ at plan

Responsibilities : Responsibilities

Develop and implement comprehensive financial plans tailored to clients' needs and goals.

Conduct a thorough financial analysis and provide insights on investment management and cash flow.

Advise clients on estate planning, tax strategies, and wealth management options.

Utilize financial software to track and manage client portfolios effectively.

Build and maintain strong customer relationships through excellent communication and service.

Stay updated on financial regulations and market trends to provide informed advice.

Qualifications : Requirements

Bachelor's degree in finance, business, or a related field is preferred.

Strong understanding of financial concepts and investment strategies.

Proven sales experience with a focus on customer service excellence.

Ability to analyze financial data and provide actionable insights.

Excellent communication skills, both verbal and written.

Familiarity with financial software tools is a plus.

About Company

New York Life, is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping Americans protect their families and attain financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on long-term success.

Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

New York Life is an Equal Opportunity Employer – M / F / Veteran / Disability / Sexual Orientation / Gender Identity

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Wealth Consultant • Midland, TX, US

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