Designations Finance Jobs

1 job found

1mo ago

Financial Services Professional

New York Life Insurance Company/NYLIFE Securities, LLC. Charlotte, NC

Charlotte, NC

1mo ago Closed

$63k - $141k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 28, 2026).

Job Description

This opportunity with New York Life Insurance Company and NYLIFE Securities LLC offers a clear path to helping individuals, families, and small businesses achieve stronger financial futures. You will be supported by an industry leading training platform, dedicated coaching, and a robust CRM toolkit to attract and retain clients. The role also features a commission based compensation structure with meaningful benefits, including medical, dental, vision, life, and disability coverage, along with a 401(k) plan and a pension.

Benefits and culture

401(k) with matching options
Health, dental, and vision insurance
Disability and life insurance coverage
Flexible scheduling within a collaborative team environment
Strong peer support through study groups and mentorship programs
Access to professional designations (CFP, CLU, ChFC, FSCP, RICP) with subsidies and incentives
Opportunity to develop wealth management and estate planning solutions, including fee based advisory services

Responsibilities

Assist individuals, families, and small businesses with financial well being by guiding retirement planning, prudent investing, and college savings strategies
Provide clients with clarity and confidence as you help them navigate complex financial challenges and build lasting relationships
Engage in ongoing training and development through a leading learning platform and dedicated coaching, pursuing relevant designations
Develop client solutions with NYLIFE Securities LLC and Eagle Strategies LLC, including wealth management, estate planning approaches, and business solutions; pursue fee based advisory services
Leverage digital tools, marketing resources, and CRM to attract new clients and retain existing relationships
Participate in peer support options such as study groups and mentorship within a collaborative team
Operate within a commission based compensation model while benefiting from available subsidies and incentives

Requirements

FINRA general securities licensing requirements
Agent state licensing
Investment advisory licenses
Compliance history and adherence to standards
Production standards and required training
Sales experience, with 1 year preferred
Ability to commute to Charlotte, NC 28277 (Required)
Work location: Hybrid remote in Charlotte, NC 28277 (Required)

Technologies

Compensation and benefits overview

Salary range: USD 63,129 to 140,572 per year
Supplemental pay includes bonus opportunities and commission pay

Awards and recognitions

A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)
5.3 million lives protected across all owners of life insurance and annuity policies
$937 million lifetime annuity income paid
$5 billion in living benefits awarded
Over $1.2 trillion life insurance protection in force

What we’re looking for

Competitive mindset
Entrepreneurial spirit
Coachable attitude
Strong communication skills
Self discipline
Authenticity and integrity
Grit and resilience

Experience

Sales experience is preferred, with 1 year of relevant work in financial services or related fields

Application prompt

Applicants may be asked to respond to a question about competing at a high level in any arena, such as sports or academics, and how that performance translated to results.

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