Senior Financial Advisor

New York Life - Leadership Development Fast-Track At New York Life, we’re looking for ambitious professionals who want more than just a job, but a meaningful career where growth, impact, and leadership potential are built into every step of the journey. Our Management Development Program is a structured, two-phase track designed to help you gain real-world experience as a financial professional, then transition into management where you’ll lead and mentor a team. This program is ideal for those who are driven, coachable, and ready to take on leadership responsibilities with a respected, 180-year industry leader. Phase 1 : Gain Real-World Experience as a Financial Professional Your journey begins by stepping into the role of a financial professional, where you'll gain firsthand insight into the work we do and the lives we impact. During this initial phase, you’ll build foundational skills and client relationships, supported every step of the way through :

• Comprehensive training and mentorship
• Access to cutting-edge digital tools and platforms
• A robust suite of financial products and solutions
• A supportive, purpose-driven culture focused on your development
• Opportunities for recognition and milestone rewards as you achieve key performance goals This immersive experience provides the critical foundation for long-term success in the financial services industry and prepares you for a leadership role with New York Life. Phase 2 : Transition into Leadership as an Associate Partner Once you've met key performance milestones, you may be invited to join our six-month Associate Partner training program , where you’ll begin your formal transition into management. This leadership track is designed to develop your ability to recruit, mentor, and lead a team of financial professionals. As an Associate Partner, you’ll gain :
• Targeted leadership training and support
• Coaching in team-building, accountability, and performance development
• Opportunities for career progression through Partner, Senior Partner, and Managing Partner levels
• Resources to grow a thriving team Your career path at New York Life is built for progression—from individual impact to leading and scaling a team. How We Will Compensate You : At the beginning of your career, income is commission-based , providing you with unlimited earning potential tied directly to your effort, results, and the value you bring to clients. You may also be eligible for training allowances, activity stipends, and first-year bonuses that support your early success as you build your business. For full details on compensation and benefits for financial professionals, please visit : newyorklife.com / careers / financial-professionals / income-and-benefits Then, in the next phase, if you meet the requirements and approvals to become an Associate Partner, you will receive a salary . Responsibilities : Training and Resources As a Fast Track participant, you’ll gain deep insight into the values, capabilities, and client-first mission that make New York Life an industry leader. But the support doesn’t stop with training :
• You’ll have direct access to subject-matter experts for ongoing guidance
• A full suite of digital tools and platforms will help streamline your day-to-day, from client prospecting to sales tracking
• You’ll have access to cutting-edge marketing platforms, customizable for your brand, to help you attract new clients, build trust, and foster long-term loyalty
• Coach, mentor, and develop new financial professionals by modeling best practices, driving accountability, and fostering a culture of growth and excellence within your own team
• Ongoing professional development through NYLIC University and industry-recognized designation programs to expand your expertise and accelerate career growth
• Opportunities to attend regional and national conferences to network, learn, and share insights with top performers across the company
• A supportive team environment and values-driven culture backed by nearly two centuries of strength, integrity, and commitment to helping clients and professionals thrive This program is for those who are driven, teachable, and ready to step into leadership with a respected industry leader. Product Solutions You’ll become well-versed in the full spectrum of New York Life’s insurance and financial solutions that help clients protect and grow their wealth, including :
• Life Insurance
• Annuities
• Long-Term Care Insurance
• Disability Income Insurance
• Mutual Funds and Investment Products offered through NYLIFE Securities LLC (member FINRA / SIPC) In order to offer investment products, you must obtain the necessary securities licenses, complete FINRA registrations, and affiliate with NYLIFE Securities as a registered representative. With these solutions, you’ll have the ability to design customized strategies that address each client’s unique needs—from income protection and retirement readiness to wealth accumulation and legacy planning—backed by the strength and stability of a Fortune 100 company. Qualifications : Who Should Apply?
• Minimum of 2 Years of Professional Experience in sales, business development, or leadership roles
• Bachelor’s degree (or equivalent work experience) required; MBA graduates encouraged to apply
• Demonstrated track record of goal-setting and exceeding expectations
• Passion for leadership, team development, and helping others achieve success
• Entrepreneurial mindset with the ability to take initiative, solve problems, and drive measurable results
• Proven ability to build and maintain long-term professional relationships
• Resilience, adaptability, and persistence in overcoming challenges and achieving results Benefits :
• 401(k)
• Medical insurance
• Dental insurance
• Vision insurance
• Life & Disability insurance
• Pension plan Compensation : $136,000 - $150,000 at plan earnings
• Training and ResourcesAs a Fast Track participant, you’ll gain deep insight into the values, capabilities, and client-first mission that make New York Life an industry leader. But the support doesn’t stop with training :
• You’ll have direct access to subject-matter experts for ongoing guidance
• A full suite of digital tools and platforms will help streamline your day-to-day, from client prospecting to sales tracking
• You’ll have access to cutting-edge marketing platforms, customizable for your brand, to help you attract new clients, build trust, and foster long-term loyalty
• Coach, mentor, and develop new financial professionals by modeling best practices, driving accountability, and fostering a culture of growth and excellence within your own team
• Ongoing professional development through NYLIC University and industry-recognized designation programs to expand your expertise and accelerate career growth
• Opportunities to attend regional and national conferences to network, learn, and share insights with top performers across the company
• A supportive team environment and values-driven culture backed by nearly two centuries of strength, integrity, and commitment to helping clients and professionals thriveThis program is for those who are driven, teachable, and ready to step into leadership with a respected industry leader.Product SolutionsYou’ll become well-versed in the full spectrum of New York Life’s insurance and financial solutions that help clients protect and grow their wealth, including :
• Life Insurance
• Annuities
• Long-Term Care Insurance
• Disability Income Insurance
• Mutual Funds and Investment Products offered through NYLIFE Securities LLC (member FINRA / SIPC)In order to offer investment products, you must obtain the necessary securities licenses, complete FINRA registrations, and affiliate with NYLIFE Securities as a registered representative.With these solutions, you’ll have the ability to design customized strategies that address each client’s unique needs—from income protection and retirement readiness to wealth accumulation and legacy planning—backed by the strength and stability of a Fortune 100 company.

Compensation :

$136,000-$150,000 per year