Experienced Financial Planner/Advisor at New York Life… · Moosic

New York Life | NYLIFE Securities | Eagle Strategies

The Opportunity

We are selectively seeking experienced financial professionals and high-performing career changers interested in building or expanding a long-term advisory practice.

Through New York Life, NYLIFE Securities, and Eagle Strategies, advisors have access to a broad financial services platform and the ability to develop comprehensive client relationships across insurance, investments, and advisory solutions.

For experienced advisors, we offer opportunities to team with established 20+ year advisors, including potential joint GDC grid arrangements designed to support collaboration, practice growth, and succession opportunities.

Depending on experience, production history, and qualifications, we are also open to discussing:

• GDC grid matching and/or enhanced grid opportunities
• Potential signing bonus opportunities
• Teaming and joint-work arrangements with established advisors
• Management and leadership opportunities to build, develop, and oversee a team of financial advisors

Advisor & Management Career Paths

This opportunity is not limited to an individual advisor track.

For candidates with the right combination of leadership experience, professional background, production history, and qualifications, there are opportunities to pursue a management path focused on recruiting, developing, coaching, and leading a team of financial advisors.

This can provide an additional avenue for professionals who want to combine their ability to build a successful practice with their experience in leadership, team development, sales management, and organizational growth.

What You'll Do

• Build and develop long-term client relationships
• Identify client goals, priorities, and financial needs
• Develop and present strategies across investments, retirement, insurance, and wealth planning
• Grow and manage a recurring client practice
• Leverage firm resources, technology, marketing, and experienced advisors to accelerate growth
• Collaborate and team with senior advisors when beneficial to clients and practice development
• For qualified management candidates: recruit, develop, coach, and lead a team of financial advisors while helping drive the growth and performance of the organization

Who We're Looking For

We are interested in individuals with a history of achievement, strong relationship-building skills, and an entrepreneurial mindset.

Prior experience in financial services, wealth management, banking, sales, business ownership, consulting, real estate, sales management, or organizational leadership is highly valued.

You do not need to currently hold every required securities or insurance license to be considered. For qualified candidates, we provide sponsorship, licensing support, study materials, and resources necessary to obtain applicable licenses and registrations.

This allows us to consider both currently licensed financial professionals and accomplished candidates looking to transition into or expand their capabilities within financial services.

What We Provide

• Access to the New York Life, NYLIFE Securities, and Eagle Strategies platform
• Structured training, licensing sponsorship, and study resources
• Opportunities to team with established 20+ year advisors
• Potential joint GDC grid arrangements
• Potential GDC grid matching/enhancement based on individual circumstances
• Potential signing bonus for qualifying candidates
• Mentorship, technology, marketing, and practice-development support
• A management path for qualified candidates interested in building and leading an advisor team
• Performance-based earning potential
• Opportunities for long-term practice and organizational growth

If you are an established financial professional looking for a stronger platform, an experienced leader interested in building and developing an advisor team, or a proven performer considering a transition into wealth management, we would welcome a conversation about what your opportunity could look like.

Pay: $80,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Matching gift program
• Paid training
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Experience:

• Financial services: 3 years (Preferred)
• Customer relationship management: 3 years (Preferred)

License/Certification:

• FINRA Series 6/7 (Preferred)
• Series 63, 65, or 66 (Preferred)
• Life and Health Insurance (Preferred)

Work Location: Hybrid remote in Moosic, PA 18507