Financial Planner Trainee - Career Transition

Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life's financial decisions through changing markets and generations. As a Financial Professional, you'll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do Develop your own client base through networking, referrals, and community involvement Build relationships and guide clients through key financial decisions (retirement, protection, education planning) Offer tailored solutions across insurance and financial products Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses. Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials. Financial Support: Training subsidy available for eligible candidates during early stages Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content. Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals. Career Path Flexibility : As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². What We Look For Self-motivated individuals who take initiative Strong communicators who enjoy building relationships Coachable and open to feedback Interested in long-term learning and growth, not just a short-term role Compensation & Benefits You have the power to determine your own income with our commission-based compensation In 2024, the average income of our financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We're proud to be recognized by the following organizations: Fortune (2026): World's Most Admired Companies Handshake (2026): Early Talent Award Seramount (2025): 100 Best Companies for Workplace Programs The results we've delivered for our clients include: 5 million policyowners protected $1 billion in lifetime annuity income paid $7.8 billion in living benefits awarded (dividends not guaranteed) $1.2 trillion in life insurance protection in force #1 largest mutual insurer in the U.S.*The terms "agent" and "financial professional" are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. SMRU 8914120 (Exp.04/30/2027) #J-18808-Ljbffr