Southern California-based applicants can join a hybrid training program focused on building finance and client management expertise.

Help develop personalized financial plans for clients using knowledge of estate planning, tax strategies, and investment management
Join client meetings to explain complex financial concepts clearly and strengthen client relationships through effective communication
Collaborate with teams on sales initiatives by understanding financial products, market trends, and industry regulations to support suitable solutions
Complete ongoing training in financial products and planning strategies

Bachelor’s degree in finance, accounting, economics, or related field
1+ years of experience (Sales experience noted as preferred)
Advanced credentials such as CFA or CFP are a plus
Strong grasp of financial concepts including estate planning, securities law, tax experience, and wealth management
Knowledge of financial markets, investment products, banking services, and regulatory environments such as FINRA standards
Excellent client relationship management skills with the ability to communicate complex information clearly
Southern California applicants only

Comprehensive training and mentorship designed to build expertise in finance, investment, and client management
Hands-on experience across wealth management, financial analysis, and regulatory compliance
Defined leadership pathway, including a path into leadership and management

Industry-leading training focused on business development, marketing, and relationship management
Ongoing mentorship and professional development
Opportunity to lead, coach, and develop future financial professionals
On Target Earnings (income described as On Target Earnings when beginning as a financial professional)
Eligibility for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages
Pension plan and 401(k) savings plan

Experience delivering a portfolio of insurance and financial solutions aligned to client financial goals
Insurance solutions include: life insurance, annuities, long-term care insurance, disability income insurance
Investment products include: mutual funds, wealth management, retirement and estate planning, and business solutions

Specific production and licensing requirements must be met, with approvals obtained before transitioning to field management
Transition timing to the Associate Partner role depends on openings in the Associate Partner training schedule
Training cohorts open four times per year, subject to change
To offer securities products (for example, mutual funds), you must be a properly licensed registered representative of NYLIFE Securities LLC (member FINRA/SIPC), and be a licensed insurance agency and New York Life company
A Registered Representative may pursue becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company
Eligibility includes but is not limited to applicable FINRA general securities, state insurance and investment advisory licenses, compliance history, production standards, and required training
Requirements are subject to change

Financial Advisor - Trainee

Job Description