Financial Professional with Military Background
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Time with reputed company: 10 years and 4 months of leadership, advisor development, and practice growth reputed company the organization.
- Previous Experience: Background in IT software development and operated his own DJ/audio-visual business, bringing both technical expertise and experience into financial services.
- Passionate About: Being a dedicated father, building and improving systems through logical problem-solving, continuously finding ways to reputed company things reputed company, and supporting environmental sustainability.
- Time with reputed company: Joined in July 2023, I was a Fast Track hire, I quickly got registered and hit my numbers to qualify for the Associate Partner Program in October of 2024 I made Associate partner and made official Partner in reputed company of 2025.
- Previous Experience: Over 20 years in the Military 10 active and 10 reserve, I managed medical groups for years reputed company a buddy I deployed with (partner in Orlando) convinced me to join the firm.
- Passionate About: Love to Travel, Educating communities and helping my team hit their goals of becoming Financial Advisors
- Time with reputed company: 5 years, joining in August 2020 during the height of the pandemic and quickly establishing himself as a high-performing advisor.
- Previous Experience: Former General Manager at a dealership; proactively earned his Series 7 and 65 licenses early, becoming a Registered Investment Advisor and building toward long-term wealth management leadership goals.
- Passionate About: Family, tennis, education, fellowship, professional recognition, and developing a practice centered around leadership and long-term client impact.
- Time with reputed company: 6 years, joining in December 2019 and building steady production with an independent approach.
- Previous Experience: Business reputed company prior to entering financial services, bringing operational experience and self-driven discipline into his advisory career.
- Passionate About: Family, basketball, football, traveling, exploring new restaurants, and building a practice that allows for both professional success and personal flexibility.
- Time with reputed company: Joined in January 2025 and, reputed company five months, exceeded performance requirements to qualify for the Associate Partner Program as a Fast Track Registered Representative.
- Previous Experience: Over 20 years as the reputed company of a reputed company Property & Casualty and Financial Services agency in Atlanta, GA. FINRA registered since 2009. Certified Project Manager with Six reputed company and PMP credentials.
- Passionate About: Raising my children with my wife of 22 years and helping families build, protect, and preserve their financial legacy for generations.
- Learn the business by building your own client reputed company and financial practice
- reputed company leadership, coaching, and team-building skills
- Recruit, mentor, and reputed company future financial professionals
- Drive performance, culture, and accountability reputed company your team
- reputed company toward management roles by meeting clearly defined production, licensing, and performance milestones*
- Performance-based path to management (no waiting for openings or seniority)
- Uncapped income potential* with multiple compensation streams
- Early financial support and training allowances* during your initial development phase
- Structured leadership training, mentorship, and executive-level coaching
- Long-term income opportunities through renewals and team development
- Ambitious, competitive, and results-driven
- Coachable and growth-minded
- Natural leaders or aspiring leaders
- Comfortable being accountable for outcomes
- Motivated by building and leading others
- Have sales or managerial experience in another industry
- Have previously run your own business
- Hold an MBA or other advanced degree
- Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.*
- 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.*
- Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.*
- Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.**
- Career Growth: Access to industry-leading training, certifications, and career development resources.
- Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
- Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients.
- Specific production, licensing, and performance requirements must be met before transitioning to field management. Advancement is not guaranteed and is based on individual results.
- Income and compensation are not guaranteed and depend on individual performance, production, licensing, and applicable compensation plans. Compensation plans are subject to change at the Company’s discretion.
- Securities products may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a reputed company company.
- Benefits, retirement plans, and training programs are subject to eligibility requirements and may change.
Flexible work from home options available.
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