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Financial Advisor Fast TrackManager

$45k - $130k

New York Life - Jack Rebolledo

Overview 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 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 #J-18808-Ljbffr New York Life - Jack Rebolledo

Vacancy posted 5 days ago
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