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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 funds (1) 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.
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Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
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Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
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Obtain appropriate State(s) Life Insurance License within 12 months of hire or designation as a Relationship Banking Officer and strongly recommend licensing for FINRA Series 6 & 63 or Series 7 & 65.
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Knowledge of life insurance and investment products, SEC, FINRA, IRS, and state insurance regulations. · Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire.
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It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k.
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A valid and active FINRA Series 7 license required. Health, dental, and vision insurance. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures.
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Additionally, you will be able to provide investment services and products through NYLIFE Securities LLC (Member FINRA and SIPC), a Licensed Insurance Agency and a New York Life company, to help clients create a strong long-term investment plan.
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