Fast Track Management/ Financial Advisor

New York Life offers an Accelerated Path to Management Program built for professionals who want to build a financial professional practice and move into leadership. The program includes a six-month Associate Partner leadership track featuring training, mentorship, recruiting, coaching, and team development.

Role Overview

The Associate Partner track is designed to support an initial period of hands-on experience as a financial professional, followed by a structured transition into specialized leadership training. The program includes guidance on growing a client-facing practice, developing leadership capabilities, and learning how to recruit and coach financial professionals.

Location & Work Setup

• Location: San Jose, CA 95128 (onsite, in person)
• Ability to commute: Required for San Jose, CA 95128

Compensation

• Estimated pay: USD 80,000 to 300,000 per year
• Associate Partner salary range: USD 60,000 to 150,000 (with specified minimum salary amounts by location)
• Income model: Commission-based income when starting with New York Life as a financial professional
• Incentives: Bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to agents you recruit and develop (“R&Ds”)

Program Structure (Accelerated Path to Management)

• Phase 1: Build experience as a financial professional
• Phase 2: Transition to Associate Partner through a comprehensive six-month leadership development program

Key Responsibilities

• Begin by building your own practice, developing client relationships, and growing your business with industry-leading training, mentorship, and development opportunities.
• During your first year, gain hands-on experience as a financial professional, including building client relationships, growing your business, and establishing a foundation in financial services.
• Deliver a broad portfolio of insurance and financial solutions aligned to clients’ financial goals.
• After meeting specific performance requirements during the first 12 months, transition into a specialized six-month Associate Partner training program focused on leadership, recruiting, and team development.
• As an Associate Partner, learn to recruit, coach, and develop a team of financial professionals while strengthening leadership capabilities.
• Use access to digital tools and a broad suite of products and solutions.

Required & Preferred Qualifications

• Management experience: 2 years (Required)
• Education: Bachelor’s degree (Required)
• Sales or management experience in another industry: Ideal candidate
• Experience running a business or leading a team: Ideal candidate
• MBA or other equivalent degree: Ideal candidate
• Strong relationship-building and communication skills: Ideal candidate
• Entrepreneurial mindset and leadership potential: Ideal candidate
• Life & Health Insurance License: Preferred
• Securities Industry Essentials: Preferred

Licensing and eligibility note: Life and/or securities licensing/eligibility requirements must be met to offer securities products such as mutual funds. To offer securities products, candidates must be a properly licensed registered representative of NYLIFE Securities LLC (member FINRA/SIPC) and a Licensed Insurance Agency and the New York Life company. Requirements are subject to change. Specific production and licensing requirements must be met, and approvals must be obtained before transitioning to field management. Timing depends on openings in the Associate Partner training schedule.

Training, Mentorship, and Tools

• Industry-leading training in business development, marketing, and relationship management.
• Ongoing mentorship and professional development.
• Hands-on experience building and growing a business.
• Defined path into leadership and management, including opportunities to lead, coach, and develop future financial professionals.
• Resources and digital sales, prospecting, and marketing tools to attract and retain clients across web, social, and email channels.

Products & Solutions

• Life insurance
• Annuities
• Long-term care insurance
• Disability income insurance
• Investment products such as mutual funds

Benefits

• Medical, dental, and vision benefits
• Life, long-term disability, and accidental death and dismemberment coverages
• Pension plan
• 401(k) savings plan
• Flexible schedule
• Dental insurance
• Health insurance
• Vision insurance

Additional Compensation Information

• Commission-based income for financial professionals
• Eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to agents you recruit and develop (“R&Ds”)

PTAS preview period: Up to six months for qualifying candidates under an Introductory (PTAS) Contract, including commission accrual details. PTAS Agents are not eligible for benefits (eligibility note included in the posting).

About New York Life

• Fortune 100 company; been in business for 180+ years
• Mutual company accountable only to policyholders
• Focus on the long-term success of clients

Awards & Recognition

• Fortune (2026): World’s Most Admired Companies
• Handshake (2026): Early Talent Award
• Seramount (2025): 100 Best Companies for Workplace Programs

Company Results (From the Posting)

• 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.

Job Details

• Job type: Full-time
• Work location: In person
• Education: Bachelor’s (Required)
• Experience: Management: 2 years (Required)
• License/Certification: Life & Health Insurance License (Preferred), Securities Industry Essentials (Preferred)
• Benefits listed in posting: 401(k), Dental insurance, Flexible schedule, Health insurance, Vision insurance