Financial Advisors/ Associate Partners (Accelerated Path into Management)

New York Life is offering a hybrid Associate Partner accelerated track in Orlando, FL with an onboarding path from financial sales advisor to management.

Key responsibilities

• Start at New York Life as a financial sales advisor to build hands-on experience.
• Meet the Accelerated Path Management Program requirements, typically in 6 to 12 months.
• Upon meeting program requirements, become eligible for promotion to Associate Partner.
• Recruit and build a team of financial professionals.
• Participate in the Associate Partner Training Program, a six-month intensive training designed to support success after promotion.
• Lead and develop your unit with support from a Fortune 100 company.
• Teach financial professionals key skills with assistance from development managers and product consultants.
• Develop and deliver training focused on:
  • Listening and presenting
  • Cultivating relationships
  • Connecting emotionally
  • Simplifying complex topics
  • Educating and coaching

Qualifications and requirements

• Required: Reliably commute or plan to relocate before starting work (Orlando, FL).
• Required: Complete your MBA within the past 24 months.
• Required: Have management experience.
• Required: Earned over $85,000 in the last 2 years.
• Required: Have owned a business.
• Goal-driven leadership with interest in building and developing your own unit of financial professionals.
• Proficiency in:
  • Listening and presenting
  • Cultivating relationships
  • Connecting emotionally
  • Simplifying complex topics
  • Educating and coaching

Work schedule and job type

• Schedule: Monday to Friday
• Job type: Full-time (Hybrid)

Location

• Hybrid remote: Orlando/Maitland
• Work location: Hybrid remote in Orlando, FL 32819

Pay and incentives

• Salary range: $87,500.00 - $265,430.00 per year
• Pay structure: Commission pay (Financial Advisors)
• Additional compensation: Bonus and incentives

Benefits

• 401(k) and 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance
• Retirement plan
• A defined benefit pension plan (subject to eligibility and vesting requirements)
• Financial planning services
• Flexible schedule
• Reimbursement for certain company-approved industry designations
• Health/Dental/Life/Disability

Program description and qualifications

• As an Accelerated Path Management Program candidate, you join New York Life as a financial sales advisor to gain hands-on experience.
• After meeting program requirements (typically 6 to 12 months), you become eligible for promotion to Associate Partner.
• For the 12-month Associate Partner Fast Track Program, the focus is on goal-driven leaders who want to build and develop a unit of financial professionals.
• Entrepreneurial professionals join with a career vision and a strong sense of purpose.

Compensation context

• Managers’ compensation is directly aligned with recruiting performance and the production level of their team.
• The average annual income in 2024 among recruiters was $260,300.