Joel Albert
Senior Partner with NYL & Eagle Strategies - Are you looking for a little luck in your March Madness brackets this month? There is no luck, there is only RIDICULOUS hard work, effort, tenacity, drive and determination.
- Role
- Senior Partner at New York Life
- Location
- Frederick, MD, US
- LinkedIn followers
- 500 followers
About Joel Albert
As a Senior Partner with New York Life, I have a team of 40+ financial professionals and 3 Partners here in Frederick MD. I am seeking driven, successful, competitive, resilient, and highly-productive people to join my team. I hire and develop inexperienced individuals changing careers and looking to build a financial planning practice, experienced Advisors looking for a better platform to take their practice to the next level, and accomplished professional leaders looking to enter a career in financial services management through our fast-track management program.I am also affiliated with Eagle Strategies LLC, our Registered Investment Advisor. Here at NYL and Eagle Strategies, our planning principles are centered around protection, retirement, investment, and estate needs. We focus on gathering comprehensive data, and listening carefully to learn about your goals, desires, and objectives to help you develop sound strategies for every area of your financial life. Our advocacy commitment is to deliver trusted guidance and strategic solutions to the many challenges and opportunities individuals, businesses, and business owners face. Reach out to me today to schedule a conversation about the opportunities we have available. Bethesda Office: 6905 Rockledge DrSuite 900Bethesda, MD 20817Frederick Office: 5283 Corporate DrSuite 205Frederick, MD 21703Bus:(30••••••00Cell:(30••••••43* Any testimonial on this site is based on an individual\'s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success* New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation
Experience
Senior Partner
Sep 2022 — Present · Frederick, MD, US
As a Senior Partner at NYL my overall objective is the continued dedication to bring and develop capable men and women from all backgrounds to become leading Financial Planners and Partners in our firm, their communities, and in their respective markets. I lead my teams with a focus on teamwork, hard work, fun, determination, personal leadership, accountability, and an intense drive to achieve above-average results and impact people\'s lives. My experience has been in all aspects of financial services including sales coaching, leadership training, and staff development. Working in field management over the last 20 years, I have personally recruited and trained more than 170 full-time financial professionals, promoted 17 people to leadership positions, and developed and coached hundreds of other experienced Advisors and managers to increase their sales, profitability, knowledge, and effectiveness.
Education
The American College of Financial Services
LUTCF, Insurance
2005 — 2011
The American College of Financial Services
ChFC and RICP Professional Designation Course Work, Financial Planning and Services
2016 — 2022
Kaplan Fiancial Education
Registered Representative, Investment Advisor Representative, and General Securities Principal
2012 — 2015
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