Jobs · Finance · Maryland

Financial Professional - Advisor

New York Life · Bethesda, MD · 1 wk ago
On-siteFinance$100k/yrFull-time

About the role

Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.

What You’ll Do

  • Develop your own client base through networking, referrals, and community involvement
  • Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
  • Offer tailored solutions across insurance and financial products
  • Grow your knowledge and skills through ongoing training and real-world experience

What Sets This Role Apart

  • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
  • Training Support: Structured onboarding, licensing support, ongoing coaching, and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
  • Financial Support: Training subsidy available for eligible candidates during the early stages

Resources & Tools

  • Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.

Products & Solutions

  • New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency.

Career Path Flexibility

  • You may choose to specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities.
  • You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².

Compensation & Benefits

  • Compensation: $100,000 + at plan earnings
  • Benefits for eligible full-time agents include medical, dental, life, and long-term disability coverages, 401(k), and pension⁵

For more information about commission-based income and benefits for financial professionals, please follow this link.

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