Financial Advisor Fast-Track Management

Posted a day ago

As a Financial Advisor on the Fast-Track Management path with New York Life, you'll step into a role that empowers both your career and clients' financial futures. With over 170 years of industry success, we are committed to aligning with clients' priorities and providing you with a supportive, collaborative environment that encourages growth. You'll have the opportunity to leverage our strong financial ratings, industry accolades, and a client-first approach to make a meaningful impact.

This role is ideal for someone with exceptional customer service skills and a drive to excel in an ever-evolving industry. Embrace the chance to fast-track your career in management while helping clients secure their financial futures. Let's build a brighter future together.

• Recruiting and Developing Financial Professionals.
• Help Financial professionals help their clients achieve their long-term financial goals.
• Offer clients comprehensive financial planning services and sophisticated investment programs.
• Recruit and develop your own team of financial professionals.
• Your continued success and achievement in this role will allow you to work toward promotions to increasingly senior levels of management. Be supported by specialized teams with the flexibility to deliver customized plans to help clients make complex financial decisions. Advanced training, additional licensing, and professional designations allow you to continuously grow your suite of offerings and practice. Develop a personalized, long-term strategy and gain hands‑on experience while assisting clients in identifying and achieving their financial goals.
• Hire and lead your own group of financial professionals while serving as an associate partner.
• Transition into management as an Associate Partner once you have achieved the program requirements.
• Join our intensive, six‑month Associate Partner Training Program to further your business acumen and expertise while working toward a management position.
• Build a team of financial professionals and Financial Advisors.
• Top‑notch training and development.

Learn how you learn best.

• With a blended curriculum of in‑person, virtual, and web‑based learning.

With New York Life covering your tuition for designations by The American College. Touch the lives of clients.

• Help protect families and loved ones.
• Help business owners fund a succession plan.
• Help enable children to go to college.
• Help ensure clients' needs and objectives are met.

• Seeking a self‑motivated and enthusiastic individual interested in a challenging and fulfilling career opportunity.
• Previous experience in sales is a must‑have.
• Being fluent in Spanish, Portuguese, or other languages would be beneficial.
• Familiarity with cultural markets is a plus.
• Expertise in insurance, finance, or related fields is essential.
• Should have an interest in recruiting and nurturing new talent.
• Willing to obtain FINRA Series 6, 7, 63, and 66.

$100,000 - $185,000 at plan

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client’s interests and priorities. We have over 170 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #71 on Fortune 100 in 2019
• Most MDRT members in any United States Mutual Company in 2019
• Highest possible financial strength ratings currently awarded to any life insurer:
  Standard & Poor’s (AA+); A.M. Best (A++);
  Moody’s (Aaa); and Fitch (AAA) as of 7/30/18