Financial Advisor Fast Track - Manager

New York Life's Fast Track to Management Program is a premier career acceleration opportunity for high-achieving individuals with leadership aspirations. This program is designed to fast-track qualified candidates into a leadership role as an Associate Partner within 9-12 months. Candidates begin their journey as Financial Advisors, developing expertise in client relationship management, financial strategy, and sales. As milestones are met, qualified participants enter a six-month Associate Partner training track to prepare for management responsibilities.

Compensation and Benefits Highlights:

• First-Year Earnings Potential: $45,000 to $130,000+
• Performance Bonuses: Up to $5,000 for successful completion of FINRA licensing exams within the first year
• Full Benefits: Medical, dental, vision, life, and disability insurance
• Retirement Plans: 401(k) with match and a company-funded pension
• Professional Development: Tuition reimbursement for select certifications and designations

$110,000 - $175,000 yearly

• Lead and mentor a team of financial advisors, fostering a collaborative and growth-oriented environment.
• Develop and implement strategic plans to achieve sales targets and expand client portfolios.
• Cultivate strong client relationships by providing personalized financial advice and solutions.
• Oversee the recruitment and onboarding of new advisors, ensuring alignment with company values and goals.
• Conduct regular performance evaluations, offering constructive feedback and career development guidance.
• Coordinate training sessions and workshops to enhance team skills and industry knowledge.
• Analyze market trends to identify new business opportunities and drive innovation within the team.

• Experience in leading and mentoring teams, with a focus on fostering a collaborative and growth-oriented environment.
• Ability to develop and implement strategic plans that achieve sales targets and expand client portfolios.
• Proven track record of cultivating strong client relationships through personalized financial advice and solutions.
• Experience in recruiting and onboarding new team members, ensuring alignment with company values and goals.
• Ability to conduct regular performance evaluations, offering constructive feedback and career development guidance.
• Experience in coordinating training sessions and workshops to enhance team skills and industry knowledge.
• Strong analytical skills to identify market trends and drive innovation within the team.

Founded in 1845, New York Life is a Fortune 100 mutual company known for financial strength, stability, and a long-standing commitment to clients. Through NYLIFE Securities LLC, we offer a wide range of investment products, including mutual funds, retirement accounts, and brokerage services. Our affiliate, Eagle Strategies LLC, provides personalized, fee-based financial planning and wealth management for high-net-worth clients. We foster a collaborative and inclusive culture where financial professionals are empowered to grow meaningful, client-focused careers backed by industry-leading resources and support.