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Financial Advisor- $60K - $150K+

$60k - $150k

SalesDraft

Build a Sophisticated Financial Planning Practice with a Defined Path to Leadership The North Dallas General Office is seeking select mid-to-senior-level professionals for our Financial Advisor Development Program. This opportunity is specifically designed for: Corporate leaders Business owners Military officers and veterans Former collegiate or professional athletes High-performing relationship-driven professionals This is not a traditional entry-level sales role. It is a structured, merit-based career path designed to help accomplished professionals build a thriving financial advisory practice while creating opportunities for future leadership and mentorship responsibilities within the organization. As a Financial Advisor, you will partner with clients to develop personalized financial strategies focused on wealth accumulation, retirement readiness, asset protection, and long-term financial confidence. Over time, high-performing advisors may pursue additional leadership and practice-development opportunities based on demonstrated success. What You'll Do Build a sophisticated financial planning practice focused on individuals, families, executives, and business owners Conduct comprehensive financial reviews and needs analyses Provide consultative strategies Develop long-term client relationships through a personalized, needs-based planning approach Leverage New York Life's Advanced Planning Group for complex and high-net-worth client cases Client Relationship Management Serve as a trusted financial resource for clients throughout various stages of life Guide clients through important financial decisions with professionalism and integrity Develop deep, trust-based relationships with affluent individuals, families, and business owners Deliver customized financial strategies backed by industry-leading resources and support Culture & Leadership Engagement Contribute to the collaborative, high-performance culture of the company Participate in leadership development, mentorship, and community initiatives Continuously grow personally, professionally, and financially What We Offer Opportunity to build an independent financial planning practice backed by a nationally recognized organization Clear advancement opportunities based on performance and professional development Potential future leadership and mentorship opportunities Structured transition allowance and training subsidy program Uncapped commissions Renewal income opportunities Long-term residual income potential Corporate Infrastructure & Sponsorship Fully sponsored licensing support: Life & Health SIE Series 6 / 7 / 63 (as applicable) Industry-leading training and mentorship Advanced marketing platforms and operational support Dedicated local office leadership and administrative infrastructure Medical, dental, and vision insurance 401(k) with company support National leadership conferences Executive coaching and development programs Incentive travel opportunities for top performers Candidate Profile & Requirements We are seeking professionals with a demonstrated history of achievement, relationship-building, professionalism, and leadership potential who want to build a long-term career in financial advising. Professional Background Preferred backgrounds include: Corporate leadership or management Business ownership or entrepreneurship Consultative or high-performance sales Banking Wealth management Military leadership Collegiate or professional athletics Client-facing professional services Minimum 3-5 years of professional experience preferred. Relationship & Advisory Acumen High emotional intelligence and communication skills Ability to build trust quickly with clients Strong listening and relationship-management abilities Mindset Entrepreneurial and highly driven Competitive with a strong desire to succeed Coachable and growth-oriented Motivated to build a long-term advisory practice Education & Professional Caliber Bachelor's degree preferred. Equivalent professional achievement, leadership experience, military service, or business success will also be strongly considered. This opportunity is specifically targeted toward professionals with proven leadership potential and a track record of performance. Location Requirement Must currently reside in the Dallas-Fort Worth metroplex, as local networking, community engagement, and in-office collaboration are critical components of long-term success in this market. Why New York Life? 175+ years of financial strength and stability Fortune 100 mutual company structure Industry-leading training and professional development Comprehensive financial planning platform and support resources Opportunity to build a meaningful advisory practice serving clients and families Potential for long-term career growth and leadership opportunities #J-18808-Ljbffr SalesDraft

Vacancy posted 4 days ago
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