Finance Jobs in Corona, CA

1 job found

Include remote jobs

Today

Financial Professional – Management Career Path

New York Life Insurance Company Corona, CA

Corona, CA

Today

$51k - $175k/yr Full time Manager Asset & Wealth Management Associate Financial Advisor

Apply Now

Job Description

New York Life offers an Accelerated Path to Management Program designed for financial professionals who want to build client relationships, complete structured training, and transition into a management role. The program combines an initial intensive training period with Associate Partner training focused on recruiting and coaching.

Location and Role Type

Work location: Corona, CA (onsite)
Ability to commute: Corona, CA 92877 (Required)
Job type: Full-time
Pay: USD 51,000 - 175,000 per year

Program Overview: Accelerated Path to Management

The Accelerated Path to Management Program starts with you working as a financial professional. You receive training and access to tools, and then transition into a management role after meeting specific requirements. The program includes a six-month intensive training program intended to prepare you for success as a manager, along with Associate Partner training that focuses on recruiting and coaching others.

Core Responsibilities

Learn how to sell products, build client relationships, and meet specific requirements prior to transitioning into management.
Complete a six-month intensive training program designed to prepare you for a managerial role.
Develop an understanding of how to recruit and coach others to success.
During Associate Partner training, help lead and build your team of financial professionals.
Continue to pursue opportunities to grow and be promoted into increasingly senior management levels.

Requirements

Sales or managerial experience in another industry: answer yes
Previously ran your own business: answer yes
MBA or other equivalent degree: answer yes
Meet specific production and licensing requirements and obtain approvals before transitioning to field management.
Hold securities licenses and maintain FINRA registrations, and affiliate with NYLIFE Securities as a registered representative before offering investment products.
Master’s (Preferred)
Sales: 3 years (Preferred)

Compensation Details

When you begin as a financial professional, income is commission-based.
After meeting requirements and approvals to become an Associate Partner, you will receive a salary.
Associate Partner salary range: $60,000–$150,000. In California: $62,400–$150,000.
Eligible for additional compensation tied to agents you recruit and develop (referred to as “R&Ds”), including reimbursement for any reasonable and necessary expenses not otherwise reimbursed.
Field managers’ compensation is aligned with recruiting performance and the production level of their team of financial professionals.

Benefits

401(k) and retirement plan
401(k) savings plan
Medical, dental, and vision benefits
Life insurance
Long-term disability
Accidental death and dismemberment coverages
Pension plan
Additional compensation related to recruited and developed agents (“R&Ds”)

Training and Tools Provided

Investment in your early development to learn and grow as a financial professional first.
Training in skills such as marketing, business development, and customer relationship management, along with tools to support your career.
Access to resources and tools for a career in management.
Complete training, access to digital tools, and a comprehensive product suite.
Day-to-day resources to support success, including experts available to answer questions and a suite of digital sales, prospecting, and marketing tools using web, social, and email content.

First-Year Structure and Transition to Management

Your first year is focused on working as a financial professional.
After meeting specific requirements for the first 12 months, you enter a specialized six-month Associate Partner training program.
Through Associate Partner training, you support leading and building your team of financial professionals.

Product Solutions

Learn about insurance and financial products that support clients and their families in working toward financial goals.
Competitive product offerings include life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member of FINRA and SIPC), a licensed insurance agency.

View full job page →

Get Finance Jobs in Corona, CA alerts

New Finance Jobs in Corona, CA, daily.