Associate Wealth Advisor - Long Island NY

What we’re looking for...

Professionals in or around Long Island NY who can easily comute with their own transportation. This role is located in Melville, NY.  

What your duties will be...

As an Associate Advisor you will be offering thorough evaluations to your clients’ current financial picture and their short- and long-term goals.

Requirements...

• Life and Health License (Firm will sponsor)

• FINRA SIE, Series 6 or 7 and Series 65 or 66  (Firm will sponsor)

• Sales experience

• College Degree  

What we offer...

Training and development

We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services2 , estate planning strategies and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents.

How we will compensate you.

You have the power to determine your own income with our commission-based compensation. Across our diverse agent population of nearly 12,000 agents, *In 2024, the average income of our financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine their income. Benefits include medical, dental, vision, 10% match on a 401(k) and pension.

About New York Life...

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 generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients. 

Awards & Accolades... We’re proud of our financial strength.5 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s) We’re proud of our position in the industry.6 • New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine7 • Training Magazine’s Training Top 100 for 20218 We’re proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America’s Best Employers for Diversity • Latino Leaders 2022 Best Companies for Latinos to Work We’re proud of the help we’ve provided and continue to provide our clients.9 • 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.10 New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

• **Based on 2021 Company data for 4579 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus who were active as of December 31, 2021. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the Company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.​