Financial Advisor Fast TrackManager

New York Life's Fast Track to Management Program is a premier career acceleration opportunity for high-achieving individuals with leadership aspirations. This program is designed to fast-track qualified candidates into a leadership role as an Associate Partner within 9-12 months. Candidates begin their journey as Financial Advisors, developing expertise in client relationship management, financial strategy, and sales. As milestones are met, qualified participants enter a six-month Associate Partner training track to prepare for management responsibilities. Compensation and Benefits Highlights :

• First-Year Earnings Potential : $45,000 to $130,000+
• Performance Bonuses : Up to $5,000 for successful completion of FINRA licensing exams within the first year
• Full Benefits : Medical, dental, vision, life, and disability insurance
• Retirement Plans : 401(k) with match and a company-funded pension
• Professional Development : Tuition reimbursement for select certifications and designations Responsibilities :
• Build customized financial strategies for clients, including individuals, families, and business owners
• Educate clients on life insurance, retirement, investment, and estate planning options using NYLIFE and NYLIFE Securities products
• Cultivate long-term relationships by delivering consistent client value and advice
• Meet benchmarks in production and leadership to transition into the Associate Partner role
• Participate in New York Life’s robust training and leadership development programs
• As a future manager, recruit, develop, and mentor a team of Financial Professionals Qualifications : Required :
• Bachelor’s degree or equivalent professional experience
• Excellent communication, presentation, and interpersonal skills
• Strong work ethic and goal orientation
• Ability to work independently and manage time effectively
• Business-minded spirit with leadership potential Preferred :
• MBA or equivalent graduate degree (completed within the past 24 months)
• Prior experience in sales, financial services, or business ownership
• Previous leadership or management experience
• Currently licensed or willing to obtain : Life and Health Insurance License and FINRA SIE, Series 6 or 7, and Series 63 Compensation : $110,000 - $175,000 yearly
• Build customized financial strategies for clients, including individuals, families, and business owners
• Educate clients on life insurance, retirement, investment, and estate planning options using NYLIFE and NYLIFE Securities products
• Cultivate long-term relationships by delivering consistent client value and advice
• Meet benchmarks in production and leadership to transition into the Associate Partner role
• Participate in New York Life’s robust training and leadership development programs
• As a future manager, recruit, develop, and mentor a team of Financial Professionals

Compensation :

$110,000-$175,000 per year