Financial Advisor - Fast Track To Management

NYL - West Houston Office; Houston (TX); Sur place; USD 60 000 - 150 000; Plein temps

Avantages offerts par ce poste

Industry-leading training

Mentorship program

Career development opportunities

Comprehensive benefits

Résumé du poste

New York Life invites ambitious professionals to join the Accelerated Path to Management Program to pursue a leadership career through hands-on experience as a financial professional.

You will start by building your own practice, growing client relationships, and expanding your business while receiving industry-leading training, mentorship, and development opportunities. As you progress, you can transition into management and complete a focused leadership development track.

Qualifications

• Sales or management experience in another industry.
• Experience running a business or leading a team.
• An MBA or other equivalent degree.
• Strong relationship-building and communication skills.
• A forward-thinking mindset and leadership potential.

Responsabilités

• Build your own practice, develop client relationships and grow your business.
• Receive industry-leading training, mentorship and development opportunities.
• Progress to management and complete a six-month leadership development program.
• Lead, coach, and develop future financial professionals.
• Recruit and develop a team of financial professionals.

Connaissances

Relationship building

Communication skills

Sales experience

Management experience

MBA or equivalent degree

Formation

MBA or equivalent degree

Description du poste

Ready to grow your leadership career with a Fortune 100 company backed by more than 180 years of strength and stability?

The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.

You will begin by building your own practice, developing client relationships, and growing your business while receiving industry-leading training, mentorship, and development opportunities.

As you progress and meet specific program requirements, you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development.

What We Offer

New York Life invests in your success from day one with the following training, resources, and development opportunities designed to help you grow as a financial professional and future leader:

• Industry-leading training in business development, marketing, and relationship management

• Ongoing mentorship and professional development

• Hands-on experience building and growing a business

• A defined path into leadership and management

• The opportunity to lead, coach, and develop future financial professionals

What We Are Looking For

We are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have:

• Sales or management experience in another industry

• Experience running a business or leading a team

• An MBA or other equivalent degree

• Strong relationship-building and communication skills

• A forward-thinking mindset and leadership potential

If you’re looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you.

How It Works

Phase 1: Build Experience as a Financial Professional

In your first year, you’ll gain hands-on experience as a financial professional—building client relationships, growing your business, and developing a strong foundation in financial services. We’ll equip you with comprehensive training, digital tools, and access to a broad suite of products and solutions.

Training & Resources

You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role. In addition to ongoing coaching and mentorship, you will have access to experienced professionals, proven best practices, and digital sales, prospecting, and marketing tools to help you attract and retain clients across web, social, and email channels.

Products & Solutions

Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. Together with its subsidiaries, New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds.

Phase 2: Transition to Associate Partner

After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program focused on leadership, recruiting, and team development.

As an Associate Partner, you will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities. Throughout your career with New York Life, opportunities for advancement into increasingly senior management roles will continue to grow.

Compensation & Benefits

When you begin with New York Life as a financial professional, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link:
https://www.newyorklife.com/careers/financial-professionals/income-and-benefits

If you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $60,000 - $150,000.

In addition to your base salary, you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses the Company does not otherwise reimburse.

You will also be eligible for medical, dental and vision benefits, life, long-term disability and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.