Wealth Management Advisor - Entry Level

Job Description

Company Overview

New York Life Insurance Company, a Fortune 100 company, is one of the largest and most respected insurance providers in the United States and globally. Founded in 1845 and headquartered in New York City, New York Life and its affiliates offer a wide range of financial solutions, including traditional life insurance, group insurance, and annuities. On the investment side, the company provides institutional asset management and trust services. Additionally, through its subsidiary, NYLIFE Distributors Inc., New York Life offers a variety of securities products and services, including institutional and retail mutual funds and 401(k) solutions.

Role Overview: Activities & Responsibilities

As an Associate at New York Life, you will help individuals and businesses plan for their financial futures with a comprehensive portfolio of products and services. Key responsibilities include:

• Scheduling and conducting client meetings
• Analyzing clients’ financial needs and goals
• Recommending tailored insurance and financial solutions
• Providing ongoing service and support
• Working in both personal and business markets to assist clients with estate planning, retirement planning, and employee benefits

Ideal Candidate Profile

We seek well-rounded individuals who possess:

• Strong communication and interpersonal skills
• Self-motivation and independence
• Excellent organizational and time management abilities
• An entrepreneurial mindset and a drive for success

Comprehensive Training

Associates receive in-depth training from full-time instructors who provide the knowledge

and skills necessary to achieve early success.

Compensation & Benefits

• Compensation is commission-based and tied to individual performance, with opportunities for additional bonuses.
• Eligible full-time agents may qualify for benefits including medical, dental, vision, life and disability insurance, as well as a 401(k) and pension plan.
• Income is not guaranteed and will vary based on sales performance, licensing, and contract terms.

Management Opportunity

After two years of proven success as an agent, associates may become eligible for career

advancement into management.

Why Choose New York Life?

New York Life stands as a pillar of strength and reliability in the insurance industry. For over 170 years, we have upheld our unwavering commitment to financial security, high-quality products, and exceptional service.

• Unmatched Stability: New York Life has consistently honored its “promise to pay” through all economic cycles.
• Industry Leadership: In 2025, for the 71st consecutive year, New York Life led the Million Dollar Round Table (MDRT) with more agent memberships than any other company nationwide. MDRT represents the highest level of achievement, excellence, and client service in the financial industry.
• Diverse Financial Solutions: Beyond life insurance and annuities, our associates provide clients with a robust selection of financial planning tools, including mutual funds and pension products.

By joining New York Life, you become part of a company dedicated to empowering financial professionals and helping clients secure their futures.

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

New York Life is a mutual company accountable to its policyholders, not Wall Street. With a long history of financial strength and stability, the company is focused on the long‐term success of its clients and financial advisors.
Eagle Strategies LLC is a registered investment adviser and a wholly owned subsidiary of New York Life Insurance Company. Built on a foundation of financial planning and fiduciary guidance, Eagle Strategies is focused on helping clients pursue long‐term financial goals through personalized investment advice and wealth management strategies. Advisors affiliated with Eagle Strategies are supported by the financial strength, stability, and long‐term perspective of New York Life.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

New York Life is a mutual company accountable to its policyholders, not Wall Street. With a long history of financial strength and stability, the company is focused on the long‐term success of its clients and financial advisors.\r \r Eagle Strategies LLC is a registered investment adviser and a wholly owned subsidiary of New York Life Insurance Company. Built on a foundation of financial planning and fiduciary guidance, Eagle Strategies is focused on helping clients pursue long‐term financial goals through personalized investment advice and wealth management strategies. Advisors affiliated with Eagle Strategies are supported by the financial strength, stability, and long‐term perspective of New York Life.\r \r New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.