Financial Advisor / Registered Representative

New York Life is seeking Financial Advisors / Registered Representatives in Westlake Village, CA for a hybrid role centered on building a practice and supporting long-term client relationships. This commission-based opportunity includes training, resources, and mentorship, with potential pathways toward becoming a Financial Advisor with Eagle Strategies LLC.

Key Responsibilities

• Build your own practice and develop lasting client relationships
• Support clients with retirement planning, wealth accumulation, and financial protection
• Create strategies for individuals, families, and business owners across retirement planning, wealth accumulation, and financial protection
• Help clients work toward their financial goals
• Prospect, develop new business, and grow a client base
• Pursue opportunities to become a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and New York Life company, subject to applicable eligibility and approval requirements

Requirements

• Currently hold FINRA Series 6, 7, 63, 65, or 66 licenses, or a combination of these
• Have experience in financial services, investment products, retirement planning, or client relationship management
• Enjoy developing relationships and helping clients work toward their financial goals
• Be comfortable prospecting, developing new business, and growing a client base
• Demonstrate strong communication skills, an entrepreneurial mindset, and a desire for professional growth
• Be motivated to build a long-term career in financial services
• Experience with life insurance and annuity products is a plus but not required

Compensation & Benefits

Compensation: $90,000.00 to $180,000.00 per year. This is a commission-based opportunity with the potential for additional incentives based on performance.

Income note: Income is not guaranteed and varies based on individual production and applicable compensation arrangements. For more information about compensation and benefits, please visit: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits.

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Matching gift program
• Paid training
• Professional development assistance
• Retirement plan
• Vision insurance

What We Offer

• Access to a broad portfolio of financial and insurance solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products
• Opportunities to support clients with retirement planning, wealth accumulation, and financial protection
• Business development resources, marketing tools, and ongoing mentorship
• Professional training and access to experienced financial professionals
• Opportunities for career advancement and leadership development
• The ability to build your own practice and develop lasting client relationships
• A hybrid work arrangement with two required in-office training days per week in Westlake Village

Work Location

Hybrid position in Westlake Village, CA. In-office attendance is required two days per week for training, coaching, and professional development, with flexibility to work remotely on other days.

Licensing / Securities Products

• To offer securities products, individuals must be properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency and New York Life company.
• Financial Advisor opportunities with Eagle Strategies LLC are subject to applicable licensing, eligibility, compliance, production, and approval requirements.