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
