Wealth Management Advisor jobs at Equitable Holdings

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. Responsible for leading the development of sales strategies to grow client base . Promote and sell the full array of financial services distributed by the Company to current and new clients. Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions. Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank. Education and Experience Required: Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client segment Proven track record of implementing wealth management strategies Education and Experience Preferred: Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $142,100.00 - $236,800.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationHauppauge, New York, United States of America

Corporate Development works closely with M&T's business units and senior management to ensure a coordinated and consistent approach to the merger and acquisition (M&A) process. This role primarily focuses on financial analysis in support of potential internal and external capital investment opportunities through valuation, risk assessment, and deal structuring; as well as, peer analysis regarding performance, merger-related activities, and capital actions, to assist senior management in implementing the bank's strategy. In addition, the person in this role may be asked to conduct highly technical research and analysis of projects to provide senior management with definitive financial data and advice for their use in setting and realizing strategic objectives. **Primary Responsibilities:** + Assisting with the evaluation of potential M&A opportunities, including financial analysis, valuation, structuring, and coordination of due diligence efforts, which involve extensive interaction with various groups throughout the bank. + Conducting financial and valuation analysis regarding acquisition, investment and divestiture opportunities using discounted cash flow analysis, market multiples, and other financial and analytical tools. + Provides cross training/support to new team members + Compile facts, analyze data and provide input into recommendations to management on findings/trends. Assist with the design of projects and may lead projects of moderate scope. + Research and compile raw data from varied sources into moderately complex reports and schedules. Execute & suggest improvements/enhancements to existing forecast models/pro forma analysis by working with others on closely related teams to exchange information in a collaborative and professional manner + Enhance the sustainability & documentation of assigned tasks/processes + Uses judgment based on the analysis of information to identify meaningful information + Display proficiency in the systems/tools used to generate standard financial reports on a periodic basis + Demonstrate a working knowledge of finance and accounting concepts through the aggregation of financial data + Display foundational understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items + Participate in training and development opportunities across Finance and among supported businesses + Understand and adhere to department timelines and deliverables + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** **Supervisory/ Managerial Responsibilities:** May train junior staff **Education and Experience Required:** Bachelor's degree and a minimum of 2 years of experience OR Associate's degree and a minimum of 4 years of experience in accounting, auditing, operations or financial institutions Good knowledge of finance and accounting concepts + basic knowledge of banking industry High level of PC competencies (Excel, PowerPoint, Word, Access. Data visualization or data querying applications are a plus.) **Education and Experience Preferred:** Bachelor's degree in Finance or Accounting or related field M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Corporate Development works closely with M&T's business units and senior management to ensure a coordinated and consistent approach to the merger and acquisition (M&A) process. This role primarily focuses on financial analysis in support of potential internal and external capital investment opportunities through valuation, risk assessment, and deal structuring; as well as, peer analysis regarding performance, merger-related activities, and capital actions, to assist senior management in implementing the bank's strategy. In addition, the person in this role may be asked to conduct highly technical research and analysis of projects to provide senior management with definitive financial data and advice for their use in setting and realizing strategic objectives. Primary Responsibilities: Assisting with the evaluation of potential M&A opportunities, including financial analysis, valuation, structuring, and coordination of due diligence efforts, which involve extensive interaction with various groups throughout the bank. Conducting financial and valuation analysis regarding acquisition, investment and divestiture opportunities using discounted cash flow analysis, market multiples, and other financial and analytical tools. Provides cross training/support to new team members Compile facts, analyze data and provide input into recommendations to management on findings/trends. Assist with the design of projects and may lead projects of moderate scope. Research and compile raw data from varied sources into moderately complex reports and schedules. Execute & suggest improvements/enhancements to existing forecast models/pro forma analysis by working with others on closely related teams to exchange information in a collaborative and professional manner Enhance the sustainability & documentation of assigned tasks/processes Uses judgment based on the analysis of information to identify meaningful information Display proficiency in the systems/tools used to generate standard financial reports on a periodic basis Demonstrate a working knowledge of finance and accounting concepts through the aggregation of financial data Display foundational understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items Participate in training and development opportunities across Finance and among supported businesses Understand and adhere to department timelines and deliverables Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: Supervisory/ Managerial Responsibilities: May train junior staff Education and Experience Required: Bachelor's degree and a minimum of 2 years of experience OR Associate's degree and a minimum of 4 years of experience in accounting, auditing, operations or financial institutions Good knowledge of finance and accounting concepts + basic knowledge of banking industry High level of PC competencies (Excel, PowerPoint, Word, Access. Data visualization or data querying applications are a plus.) Education and Experience Preferred: Bachelor's degree in Finance or Accounting or related field M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America

Provide proactive legal liaison support to and under the general direction of M&T Bank Legal Counsel representing the ShareIT and Customer Identification Program functions of M&T Bank. Primary Responsibilities: Conduct research, analyze, and interpret legal documents for validity, content, accuracy, bank policy and compliance with a focus on the U.S. Patriot Act and M&T Bank's Know Your Customer (KYC) Guidelines based on the guidance and direction from M&T Bank Legal Counsel. Decisioning on Powers of Attorney, Trusts, Representative Payee, Estates, and Guardianships/Conservatorships in both the retail and business banking deposit space. Maintain contact with and act as a liaison between M&T Bank Legal Counsel and Banking Services with respect to workload as assigned. Assess M&T Bank forms for the purpose of determining whether any revisions are necessary by changes in bank policy, risk tolerance or product set offered. Assist Banking Services with interactions with the branch network while maintaining a working knowledge and understanding of laws, common law, and regulations applicable to the subject matter assigned, based on guidance and direction from M&T Banks Legal Counsel. Adhere to applicable compliance/operation risk controls in accordance with M&T Bank. Administrative responsibilities, including document maintenance, conducting regular scheduled training, and work tracking. Responsible for determining escalation or communication needed. Promote an environment that supports belonging and reflects the M&T Bank brand while maintaining M&T Bank internal control standards. Complete other related duties as assigned. Education and Experience Required: Associate's degree and a minimum of 3 years' related experience, OR in lieu of a degree, A combined minimum of 5 years' higher education and/or work experience, including a minimum of 3 years' related experience Proven analytical skills Strong organizational skills Proficiency with personal computers as well as pertinent word processing and spreadsheet software Proven verbal and written communication skills Education and Experience Preferred: Bachelor's degree Prior experience in functional areas supported M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.76 - $41.27 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationAmherst, New York, United States of America

Our New York City office is looking for an Investment Banking Analyst to join the Real Estate Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 1+ years of experience in investment banking is required Extraordinarily high level of motivation, focus on work quality, attention to detail, strong work ethic, and decision-making abilities Experience in the real estate industry is preferred, but not required Excellent written and verbal communication skills and a positive attitude Analytical, quantitative, adaptive, hungry, a self-starter, a leader, a team player, a multitasker, and a results-oriented individual Interest in developing a career in real estate investment banking Top education credentials; Bachelor's degree is required Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of smaller, less complex accounts. Solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best interest in mind. **Primary Responsibilities:** + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, to meet their needs and with their best interests in mind; offer an array of products and services best suited to meet those needs; sell and close these independently. Profile customers and deliver recommendations to ensure these needs are met. + Accounts are within a centralized function comprised of generally smaller and less complex accounts. Use sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions in a moderately complex level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer. + Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with amindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment of a smaller, less complex nature, utilizing experts in , Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. + Utilize COIs (Centers of Influence) to offer a diversified set of solutions and full scope of investment products and services to meet the best interest of clients and within regulatory requirement. + Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. + Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality investment and insurance referrals. + Meet or exceed established sales goals for assigned portfolio, while meeting individual client needs and complying with pertinent policies and regulations. + Maintain customer appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of all products to meet or exceed expectations. + Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential are met or exceeded. + Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs + Deliver a high quality customer service experience during each customer interaction through a complete understanding of sales process, policies and licensing requirements to contribute to the attraction, retention and expansion of client relationships + Ensure accuracy in completing required paperwork to comply with standard procedures, regulatory requirements and firm policies. + Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs. + Regularly review customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering) and KYC (Know Your Customer) requirements to protect Bank interests. Address issues of non-compliance by requesting additional information from the client and updating the remediation tool in the appropriate system. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** **Education and Experience** **Required:** Associates' degree and a minimum of 2 years' investment or insurance sales experience, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' investment or insurance sales experience FINRA Series 7, 63 and 65 or 66 licenses Pertinent state Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of smaller, less complex accounts. Solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best interest in mind. Primary Responsibilities: Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, to meet their needs and with their best interests in mind; offer an array of products and services best suited to meet those needs; sell and close these independently. Profile customers and deliver recommendations to ensure these needs are met. Accounts are within a centralized function comprised of generally smaller and less complex accounts. Use sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions in a moderately complex level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer. Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment of a smaller, less complex nature, utilizing experts in , Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. Utilize COIs (Centers of Influence) to offer a diversified set of solutions and full scope of investment products and services to meet the best interest of clients and within regulatory requirement. Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. Provide services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality investment and insurance referrals. Meet or exceed established sales goals for assigned portfolio, while meeting individual client needs and complying with pertinent policies and regulations. Maintain customer appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of all products to meet or exceed expectations. Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential are met or exceeded. Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs Deliver a high quality customer service experience during each customer interaction through a complete understanding of sales process, policies and licensing requirements to contribute to the attraction, retention and expansion of client relationships Ensure accuracy in completing required paperwork to comply with standard procedures, regulatory requirements and firm policies. Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs. Regularly review customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering) and KYC (Know Your Customer) requirements to protect Bank interests. Address issues of non-compliance by requesting additional information from the client and updating the remediation tool in the appropriate system. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities:Education and Experience Required: Associates' degree and a minimum of 2 years' investment or insurance sales experience, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' investment or insurance sales experience FINRA Series 7, 63 and 65 or 66 licenses Pertinent state Life/Variable Insurance (LAH) licenses Education and Experience Preferred: Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America

Portfolio Analyst, Portfolio Management REPORTS TO: Deputy Portfolio Manager The Portfolio Analyst will be responsible for supporting the two portfolio managers, the deputy portfolio manager, and the rest of the portfolio management team in all aspects of portfolio management of both the General Account portfolio and the Madison Core Property Fund portfolio. These two commercial real estate private equity portfolios combined consist of direct investments in approximately 175 assets located throughout the U.S., primarily core assets in the property types of industrial, office, self-storage, residential, and retail. There is also limited exposure to non-core assets, preferred equity investments, and debt investments. Assisting in the procurement of real estate loans from lenders is also a key part of the role. QUALIFICATIONS, SKILLS, AND ATTRIBUTES Bachelor's degree, preferably in an investment- or quantitatively oriented discipline CFA Level 1 (or higher) or MBA strongly preferred 2-4 years of investment experience in private equity commercial real estate. Only 1 year of experience may suffice for the candidate who is otherwise highly qualified Solid understanding of investment theory and quantitative methods Strong working knowledge of Excel Experience working with discounted cash flow models (typically in ARGUS Enterprise or Excel), with a willingness to become proficient at ARGUS Enterprise Experience procuring and managing commercial real estate debt preferred Ability to write quickly and effectively, with a strong grasp of grammar, syntax, and style, for both internal and external audiences Attention to detail Ability to analyze and summarize large amounts of information, identifying key components and making informed estimates where needed Ability to effectively work with others, including senior management and various individuals in asset management, acquisitions, accounting, research, legal, and IT departments Ability and comfort in making oral presentations Ability to work independently, and prioritize decisions and tasks that will be most impactful for the organization and team Advanced Excel proficiency with AI enhanced optimization experience a plus. Expertise in Excel's advanced functions, with ability to use AI tools to generate or refine complex formulas a plus. Experience with Excel Power Query a big plus. KEY ROLE RESPONSIBILITIES Efficiently and accurately complete detailed consultant and investor requests for quantitative information Develop the ability to quickly form a buy/hold/sell opinion, and justify it, based on the evidence at hand, including an asset's discounted cash flow model, the submarket and its outlook, and other factors Perform research about the economy, local and national real estate markets, and existing and potential investments Participate in discussions about portfolio management and investment strategy Participate (and occasionally present) in presentations to consultants, prospective investors, and the New York Life real estate investment committee Occasionally travel for property visits and real estate conferences Support the portfolio management team in producing cash flows and other financial projections Find ways to streamline or automate various data-intensive analyses, including performance attribution and the ranking of potential investment markets Work collaboratively with others across various departments to provide support or guidance, or to obtain needed information Pay Transparency Salary Range: $100,000-$130,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92507

The Profitability Governance Financial Analysis Consultant is responsible for establishing, overseeing and continuously enhancing the bank's profitability governance framework. This role ensures that methodologies, allocations, reporting and decision-making tools used in profitability measurement are accurate, transparent and aligned with regulatory standards and M&T's strategic objectives. Conducts advanced financial research and insightful analysis on multifaceted projects independently. Provides comprehensive advice and options to management for use in setting and realizing strategic objectives. Leads innovative solutions and/or delivers solutions in a fast-changing environment. Maintains current awareness of business and market trends that may affect the business/department. Primary Responsibilities: * Develop, implement and maintain the bank's profitability governance policies, standards and processes * Validate financial results to ensure governance controls are embedded in reporting processes * Act as a trusted advisor to senior leadership by providing insights into business-line performance, cost allocations and capital efficiency * Provide actionable insights to senior management on drivers of profitability, business-line performance and opportunities for optimization * Educate and influence others to promote consistent understanding and adoption of profitability methodologies * Maintain M&T's internal control standards through the documentation of methodologies, assumptions and governance decisions for audit and regulatory reviews * Assist in the development and documentation of profitability methodology as part of a profitability system transition * Complete detailed and interpretative financial analyses utilizing complex financial tools to demonstrate scenarios and activities. * Accountable for accuracy and quality of work products within discipline. Demonstrate strong knowledge of finance and accounting concepts through the aggregation of financial data. * Display a strong understanding of the Bank's or applicable business units' financial statements, including awareness of key drivers and trends in major balance sheet and income statement line items. * Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. * Promote an environment that supports belonging and reflects the M&T Bank brand. * Complete other related duties as assigned Supervisory/ Managerial Responsibilities: May have indirect supervisory responsibilities and mentor and develop less experienced staff Education and Experience Required: Bachelor's degree and a minimum of 7 years' accounting, auditing, operations, and/or financial institutions experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' accounting, auditing, operations, and/or financial institutions experience Experience providing financial analysis for monthly and strategic multi-year forecasts Experience providing financial analysis for annual budgets Experience in enterprise-level financial performance measurement framework Strong understanding of financial concepts and theory and how it relates to profitability reporting Strong persuasion skills Education and Experience Preferred: Advanced degree Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or other pertinent professional certification Broad and comprehensive understanding of theories and practices in finance and accounting within the banking industry #LI-RS1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location Buffalo, New York, United States of America

The Profitability Governance Financial Analysis Consultant is responsible for establishing, overseeing and continuously enhancing the bank's profitability governance framework. This role ensures that methodologies, allocations, reporting and decision-making tools used in profitability measurement are accurate, transparent and aligned with regulatory standards and M&T's strategic objectives. Conducts advanced financial research and insightful analysis on multifaceted projects independently. Provides comprehensive advice and options to management for use in setting and realizing strategic objectives. Leads innovative solutions and/or delivers solutions in a fast-changing environment. Maintains current awareness of business and market trends that may affect the business/department. **Primary Responsibilities:** + Develop, implement and maintain the bank's profitability governance policies, standards and processes + Validate financial results to ensure governance controls are embedded in reporting processes + Act as a trusted advisor to senior leadership by providing insights into business-line performance, cost allocations and capital efficiency + Provide actionable insights to senior management on drivers of profitability, business-line performance and opportunities for optimization + Educate and influence others to promote consistent understanding and adoption of profitability methodologies + Maintain M&T's internal control standards through the documentation of methodologies, assumptions and governance decisions for audit and regulatory reviews + Assist in the development and documentation of profitability methodology as part of a profitability system transition + Complete detailed and interpretative financial analyses utilizing complex financial tools to demonstrate scenarios and activities. + Accountable for accuracy and quality of work products within discipline. Demonstrate strong knowledge of finance and accounting concepts through the aggregation of financial data. + Display a strong understanding of the Bank's or applicable business units' financial statements, including awareness of key drivers and trends in major balance sheet and income statement line items. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Complete other related duties as assigned **Supervisory/ Managerial Responsibilities:** May have indirect supervisory responsibilities and mentor and develop less experienced staff **Education and Experience Required:** Bachelor's degree and a minimum of 7 years' accounting, auditing, operations, and/or financial institutions experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' accounting, auditing, operations, and/or financial institutions experience Experience providing financial analysis for monthly and strategic multi-year forecasts Experience providing financial analysis for annual budgets Experience in enterprise-level financial performance measurement framework Strong understanding of financial concepts and theory and how it relates to profitability reporting Strong persuasion skills **Education and Experience Preferred:** Advanced degree Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or other pertinent professional certification Broad and comprehensive understanding of theories and practices in finance and accounting within the banking industry \#LI-RS1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

The Private Capital Investors (PCI) team at New York Life Investments is one of the top investors in the traditional debt private placement market. We provide medium to long-term capital to a wide variety of institutions including public and private companies, cooperatives, endowments, and not-for-profits. PCI offers structured financing solutions including senior debt, master note facilities, and credit tenant leases, with deep sector expertise across infrastructure, utilities, structured finance, REITs, energy, media, and sports. About the Role: The PCI Associate will play a meaningful role on deal teams to help analyze and execute new investment opportunities while also supporting portfolio monitoring responsibilities. This role will also support strategic initiatives across the group in support of new origination and AUM growth. Additionally, the position will combine elements of coordination with internal operations and legal teams to ensure successful closings, payment reconciliations and post-closing support. This is a unique opportunity for a motivated individual with a growth mindset, capable of juggling numerous tasks without sacrificing attention to detail. This Associate will gain experience across the full lifecycle of private placement investing-from deal screening to closing to ongoing management. What You'll Do: Support new deal origination and underwriting activities Support data collection and analyses for various origination initiatives Prepare financial models and support the underwriting of new investments Assist with the preparation of credit memorandums for new transactions Assist with maintenance of timely reporting and closing documentation of new transactions Conduct regular portfolio management, including tracking covenant compliance and monitoring sector and market trends Prepare marketing materials and presentations for both internal and external stakeholders Assist with other portfolio reports and projects as required What You'll Bring: Bachelor's degree required; preferred concentration in finance, accounting, economics, or business 1-3 years of experience in fixed income, investment banking, finance or related field Strong data analytics and familiarity with interpreting and maintaining large data sets Strong quantitative skills, with an ability to learn and conduct financial statement analysis and financial forecasts Experience with Microsoft Excel, Power Point and Word as well as Bloomberg Strong team player with the ability to manage and prioritize numerous tasks Ability to understand current events that may impact business issues Nice to Have: Experience preparing credit or investment memos Exposure to private markets, investment compliance, or structured finance Working knowledge of data visualization tools or report builders (e.g., Tableau, DealCloud dashboards) #LI-AM1 Pay Transparency Salary Range: $85,000-$105,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92948

The Private Capital Investors (PCI) team at New York Life Investments is one of the top investors in the traditional debt private placement market. We provide medium to long-term capital to a wide variety of institutions including public and private companies, cooperatives, endowments, and not-for-profits. PCI offers structured financing solutions including senior debt, master note facilities, and credit tenant leases, with deep sector expertise across infrastructure, utilities, structured finance, REITs, energy, media, and sports. About the Role: The PCI Associate will play a meaningful role on deal teams to help analyze and execute new investment opportunities while also supporting portfolio monitoring responsibilities. This role will also support strategic initiatives across the group in support of new origination and AUM growth. Additionally, the position will combine elements of coordination with internal operations and legal teams to ensure successful closings, payment reconciliations and post-closing support. This is a unique opportunity for a motivated individual with a growth mindset, capable of juggling numerous tasks without sacrificing attention to detail. This Associate will gain experience across the full lifecycle of private placement investing-from deal screening to closing to ongoing management. What You'll Do: * Support new deal origination and underwriting activities * Support data collection and analyses for various origination initiatives * Prepare financial models and support the underwriting of new investments * Assist with the preparation of credit memorandums for new transactions * Assist with maintenance of timely reporting and closing documentation of new transactions * Conduct regular portfolio management, including tracking covenant compliance and monitoring sector and market trends * Prepare marketing materials and presentations for both internal and external stakeholders * Assist with other portfolio reports and projects as required What You'll Bring: * Bachelor's degree required; preferred concentration in finance, accounting, economics, or business * 1-3 years of experience in fixed income, investment banking, finance or related field * Strong data analytics and familiarity with interpreting and maintaining large data sets * Strong quantitative skills, with an ability to learn and conduct financial statement analysis and financial forecasts * Experience with Microsoft Excel, Power Point and Word as well as Bloomberg * Strong team player with the ability to manage and prioritize numerous tasks * Ability to understand current events that may impact business issues Nice to Have: * Experience preparing credit or investment memos * Exposure to private markets, investment compliance, or structured finance * Working knowledge of data visualization tools or report builders (e.g., Tableau, DealCloud dashboards) #LI-AM1 Pay Transparency Salary Range: $85,000-$105,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92948

Job DescriptionThe Financial Professional position is a client-based role where you are in business for yourself, but not by yourself. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you'll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded. Visit us at:************ newyorklife. com/recruiter/sfernandez

New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the “Top 50 Companies for Diversity” for 2014 by DiversityInc and as one of “World's Most Admired Companies” for 2014 by Fortune Magazine. Job Description Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Qualifications We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Additional Information All yo Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep

New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the “Top 50 Companies for Diversity” for 2014 by DiversityInc and as one of “World's Most Admired Companies” for 2014 by Fortune Magazine. Job Description Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Qualifications We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Additional Information All yo Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep

Financial Advisor / Registered Representative / AgentWe're looking for experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than New York Life Insurance Company. So if you're interested in new market opportunities, expanding your products and services, or giving your clients the service that they deserve, we can help. Job description New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We're looking for people who possess the following characteristics:• Highly self-motivated and self-disciplined with the ability to work effectively and independently• Outgoing personality with the ability to develop relationships (i. e. , “People Person") and a sincere desire to help others• Fearless, positive attitude and willingness to be accountable for results• Organized, detail-oriented and excellent time-management skills• Desire for continuous learning• Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner Why New York Life?From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. Our extensive, agent-focused resources include:• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions on client referrals that lead to sales• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support• Dedicated underwriters who work diligently on cases• Committed managers who don't sell; instead they're dedicated to helping you succeed• A team of highly-trained, experienced product consultants to support your client acquisition needs• Significant income potential• Competitive l benefits, including a defined benefit pension plan and 401k About New York LifeWe are among the strongest and most respected financial companies in America today, ranking #67 on the 2021 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U. S. life insurer from the major ratings agencies such as Standard & Poor's (AA+); A. M. Best (A++); Moody's (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies. New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender IdentitySMRU 1708927 (Exp. 9/1/21)1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Job DescriptionWe're looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you'll have the opportunity to accelerate your path to management, and advance within 12 months. New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*. In the Fast Track Management Program, you'll start as a financial professional to gain hands on experience. Once you have met the program requirements, you'll be able to transition into management as an Associate Partner. In this role, you'll be responsible for recruiting and developing your own team of financial professionals. You'll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager. Why New York Life?From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and communities. Our extensive resources include:· Our NYLIC University training program, designed to provide career-long support and growth includingtuition reimbursement program for certain advanced, professional designation courses· Three highly-skilled teams providing advanced markets support:o Our Advanced Planning Groupo Eagle Strategies for qualifying agents who are also Registered Representativeso The Nautilus Group for qualifying agents who pay a monthly subscription fee. · A team of highly-trained, experienced product consultants to support your agents' client acquisition needs About New York LifeWe are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor's (AA+); A. M. Best (A++); Moody's (Aaa); and Fitch (AAA). ** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency**Source: Individual Third Party Ratings Reports as 8/1/17. EOE M/F/D/V/SOSMRU1735109(Exp. 06. 01. 2020) Job Type: Full-time Salary: $60,000. 00 - $148,761. 00 per year Benefits:- 401(k)- Dental insurance- Flexible schedule- Health insurance- Life insurance- Professional development assistance- Retirement plan- Tuition reimbursement- Vision insurance Ability to commute/relocate:- New York, NY 10271: Reliably commute or planning to relocate before starting work (Preferred) Education:- High school or equivalent (Preferred) Experience:- Financial concepts: 1 year (Preferred)

Job DescriptionJoin our Financial Professionals team! Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals. Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents. You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents. ABOUT New York Life: New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. RECENT AWARDS AND ACCOLADES: · We're proud to be named the “Best Companies for Latinos to Work for” list for 2022 by Latino Leaders. · We ranked 1st in the number of Million Dollar Round “MDRT”2Table Qualifiers for 68 consecutive years · We ranked 72ndon the prestigious Fortune 500 list for 2022. · BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021. for the full list of recognition please visit: ************ newyorklife. com/newsroom/our-awards-and-recognition PERKS AT A GLANCE: Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY. Flexibility - Can set your own schedule as you become more established and achieve work/life balance Growth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally Culture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities. Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day. FFINANCIAL PROFESSIONAL RESPONSIBILITIES: Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person's individual financial status, income, financial goals, and other factors Serve as a collaborative team player willing to furthering development through continued training opportunities Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial ProfessionalConsider clients' life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals DESIRED SKILLS & QUALIFICATIONS CoachableSelf-DisciplinedValues of integrity and honesty. Excellent communicator and relationship builder. Ability to work independently with a go-getter mindset. Life and health license is preferred. willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63. Previous experience in sales, banking, financing, or other related fields is preferred. COMPENSATION + BENEFITS: New York Life provides our financial professionals with an excellent compensation and benefits package. As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services. Potential for Growth OpportunitiesSponsorship of Licensing/CredentialingSubsidized Training during your first two years Competitive Medical Coverage 401(k) and a Pension Plan3 for qualified individuals Group Life and Disability Income InsuranceSubsidized Training during your first two years Competitive Medical Coverage 401(k) and a Pension Paln3 for qualified individuals Group Life and Disability Income Insurance*For more information, please submit your resume and a management team member will connect with you. Job Type: Full-time Job Title: Agent Physical setting: OfficeSchedule: Self-determined schedule after completing all required training Ability to commute/relocate: Manhattan, NY 10271: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's degree (Preferred) Work Location: One location 1Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. 2The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals , is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals , is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Job Type: Full-time Salary: $59,063. 00 - $114,273. 00 per year Benefits: 401(k) Employee assistance program Flexible schedule Health insurance Professional development assistance Physical setting: OfficeSchedule: Choose your own hours Supplemental pay types: Bonus pay Commission pay Ability to commute/relocate: Manhattan, NY 10007: Reliably commute or planning to relocate before starting work (Required) Work Location: Hybrid remote in Manhattan, NY 10007

Job Description*New York Life Manhattan General Office located in the financial district is seeking for professionals who want to build an insurance & financial business with the potential to earn an average first year income of $100,000, set their own pace and maintain a flexible schedule. We are looking for people who live in the New York area for at least 1 year. *Dedicated to serving their communities we are looking for people with a great drive to succeed, the passion to make a difference and the desire to love what they do. Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to superior life insurance and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. If you've never considered a career in insurance and financial sales, that's okay! Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance and annuities. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Job Requirements You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference. We are looking for people who possess the following background/characteristics:Must be living in the New York area for at least 1 year Four-year college degree, or higher, preferred but not necessary. Bilingual Portuguese and/or Spanish speaking preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required Previous Sales Experience preferred Financial Industry background not required Outgoing personality with the ability to develop relationships Fearless, positive attitude, and willingness to be accountable for results. Organized, detail-oriented, and excellent time-management skills Desire for continuous learning. Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner. Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision Here is what distinguishes this opportunity with New York Life:Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training. Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Benefits Include We offer a comprehensive benefits package that includes:Health/Dental/Life/Disability from day one 401(k) plan after one year of service and Pension Plan Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym memberships At New York Life we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranks #86 on the Fortune 500 list for 2012. Profiles in Diversity Journal - 2011 Diversity Leader Award 2011 National Association for Female Executives (NAFE) Top 50 Companies for Executive Women. Corporate Equity Index - 2011 Best Places to Work for Lesbian Gay Bisexual Transgender (LGBT) Equality Take the first step to your future success and by becoming a part of "the company you keep!"This an opportunity located in the Financial District area of Manhattan