Manager - Financial Services

This structured leadership track is designed to develop future managers of financial advisors within New York Life Insurance Company & NYLIFE Securities, LLC. The program begins with an individual Financial Advisor role focused on building a client base, then transitions into a Manager of Financial Advisors position to recruit, coach, and lead a team.

Location and Work Model

Moosic, PA (Hybrid remote, 18507)

Compensation

Salary: USD 75,044 - 141,472 per year

Pay details: $75,044.12 - $141,472.49 per year

Role Summary

The path includes two phases. In Year 1, you start as a Financial Advisor, building a client base and developing leadership readiness. Within 12 months, you transition to Manager of Financial Advisors (Year 2+), with responsibilities focused on recruiting, coaching, and leading a team.

Key Responsibilities

• Build a personal client base through networking, referrals, and proactive outreach
• Learn and apply consultative selling methods to convert prospects into long-term clients
• Create customized financial strategies covering investments, retirement, insurance, and wealth planning
• Grow and manage a recurring-revenue book of business
• Conduct client meetings, including discovery of client priorities, objectives, risks, and present financial recommendations with confidence
• Use firm marketing, technology, and coaching to scale your practice
• Increase ownership of results, income, and growth over time
• Recruit, onboard, and develop new advisors
• Train and coach advisors on sales, prospecting, and client development
• Lead by example through continued production
• Drive team performance, accountability, and growth
• Earn leadership overrides and incentives tied to team success

Required Qualifications

• Master’s Degree OR Management experience OR Strong sales experience OR prior owner of a business
• Ability to communicate complex financial concepts to clients
• Comfort with sales, relationship-building, and accountability
• Proven record of achievement, including prior sales experience, prior ownership, consulting experience, or sales management
• Eagerness to learn a new industry or deepen expertise if already in the industry
• Professionalism and discipline with ability to work both in an office setting and independently

Program Phases

Phase 1: Financial Advisor (Year 1)

• Build the foundation by doing the work yourself
• Focus on production success, skill development, and leadership readiness

Phase 2: Manager of Financial Advisors (Year 2+)

• Lead, recruit, and scale a team

What the Role Provides

• A clear advisor-to-manager leadership track
• Licensing support, training, and ongoing mentorship
• Uncapped earning potential through production plus leadership compensation
• Marketing, administrative, and technology support
• Opportunity to build a transferable book of business and advisory team
• Path to senior leadership, equity, or regional management

Benefits

• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Education

Master’s Degree