Financial Advisor Career Path – Fast-Track to Leadership

This fast-track program at New York Life is designed to advance a financial professional into leadership, starting with sales and client-relations training and culminating in an Associate Partner role in Iowa.

Responsibilities

• Begin as a financial professional, mastering product sales, client relationship building, and initial requirements before advancing into a leadership track.
• Complete a six-month intensive training program focused on preparing you for managerial responsibilities.
• Leverage the experience to recruit and coach others toward success.
• Phase 1 provides hands-on exposure to the financial professional role during the first year, with extensive training, access to digital tools, and a full product suite.
• Phase 2, after meeting first-year requirements, enters a specialized six-month Associate Partner training program to lead and develop your team of financial professionals.

Phase 1: Firsthand Experience as a Financial Professional

In the first year, you will work as a financial professional to learn the role and day-to-day activities, supported by comprehensive training, digital resources, and a broad product lineup.

Training and Resources

Expect top-tier training that underscores the value of New York Life. In addition to formal instruction, you will have access to day-to-day resources, including subject-matter experts and a suite of digital sales, prospecting, and marketing tools to attract and retain clients through web, social, and email content.

Product Solutions

New York Life and its subsidiary NYLIFE Securities LLC offer a broad range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds. NYLIFE Securities LLC is a FINRA and SIPC member and operates as a Licensed Insurance Agency. You will be required to hold securities licenses as part of your role.

Phase 2: Your Transition to Associate Partner

After meeting the first-year requirements, you will enter a specialized six-month Associate Partner training program to lead and grow your team of financial professionals. Throughout your career journey, ongoing opportunities for advancement to higher levels of management will remain.

Compensation

Qualified associates who attain Associate Partner status receive a salary in the range of USD 60,000 – 150,000 per year. In California and Washington, the stated minimums are $66,560 and $67,725 respectively. Additional bonuses and incentives are awarded based on unit performance, including compensation related to the agents you recruit and develop (R&Ds).

About New York Life

New York Life is a Fortune 100 company with a history spanning more than 175 years. As a mutual company, it serves policyholders rather than external investors, prioritizing long-term value for clients while pursuing ongoing innovation and growth.

Awards & Accolades

• A.M. Best: A++ Superior
• Fitch: AAA — Exceptional Strength
• Moody's: Aaa — Exceptional
• Standard & Poor's: AA+ — Very Strong

We are Proud of the Training We Offer

New York Life's learning programs have been recognized with a 2023 CLO Learning Elite Gold award from the Chief Learning Officer.

We are Proud to Be Recognized by Organizations That Value Diversity

• Seramount: 2023 Best Companies for Multicultural Women
• Human Rights Campaign: 2023/2024 Corporate Equality Index
• Forbes 2023: America's Best Employers for Diversity

We are Proud of the Help We Have Provided and Continue to Provide Our Clients

• 5.3 million lives protected
• $5 billion in living benefits awarded
• $937 million lifetime annuity income paid
• Over $1.2 trillion life insurance protection in force

Job Type

Full-time

Pay

$60,000.00 - $150,000.00 per year

Education

Associate (Required)

License / Certification

Driver's license required

Work Location

On the road

Application Questions

• Will you now, or in the future, require sponsorship for employment visa status (eg, H-1B)?
• Will you be able to reliably commute to Ankeny, IA or Cedar Rapids, IA for this job?
• Do you have one or more of the following licenses or certifications: Life, health, series 6, 63, or 7 and 65?
• Are you willing to undergo a background check in accordance with local law and regulations?