Independent Financial Pro: Build Your Own Practice

New York Life

Fremont (CA)

On-site

USD 90,000 - 150,000

Full time

14 days+
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Medical coverage
401(k) plan
Commission-based income
Training and support

Job summary

New York Life is looking for a Financial Professional who will help clients navigate their financial decisions while building their own practice. This role is supported by extensive training and resources, allowing agents to develop independence after two years. Financial professionals can earn a commission-based income, with the average earning around $120,555 in 2024 for those meeting sales targets.

Located in Fremont, California, this position offers the flexibility to specialize in various areas of financial services, including wealth management and estate planning. Eligible candidates will receive health and dental benefits, along with a 401(k) plan.

Qualifications

  • Individuals should be interested in long-term learning and personal growth.
  • Strong relationship building capabilities are essential.
  • Candidates should thrive in a commission-based income structure.

Responsibilities

  • Develop a client base through networking, referrals, and community involvement.
  • Offer tailored financial solutions to clients.
  • Guide clients through key financial decisions.

Skills

Self-motivated
Strong communication
Coachable

Job description

New York Life is looking for a Financial Professional who will help clients navigate their financial decisions while building their own practice. This role is supported by extensive training and resources, allowing agents to develop independence after two years. Financial professionals can earn a commission-based income, with the average earning around $120,555 in 2024 for those meeting sales targets.

Located in Fremont, California, this position offers the flexibility to specialize in various areas of financial services, including wealth management and estate planning. Eligible candidates will receive health and dental benefits, along with a 401(k) plan.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Independent Financial Professional: Build Your Own Practice
Independent Financial Professional: Build Your Own Practice

Henrycounty • Macon (GA)

On-site
USD 120,000 - 150,000
Medical, dental, life insurance
401(k) and pension
Training and licensing support
+1
Independent Financial Professional: Build Your Own Practice
Independent Financial Professional: Build Your Own Practice

New York Life • Honolulu (HI)

On-site
USD 90,000 - 150,000
Medical, dental, life and long-termdis
401(k) and pension
Training subsidy
Independent Financial Professional: Build Your Own Practice
Independent Financial Professional: Build Your Own Practice

New York Life • Jacksonville (FL)

On-site
USD 60,000 - 110,000
Medical, dental, life and long-termdis
401(k) and pension
Tuition assistance
+1
Independent Financial Advisor - Build Your Own Practice
Independent Financial Advisor - Build Your Own Practice

New York Life • Anchorage (AK)

On-site
USD 70,000 - 120,000
Training program
Licensing support
Prepaid tuition for credentials
+1
Independent Financial Professional
Independent Financial Professional

New York Life • Lafayette (LA)

On-site
USD 55,000 - 90,000
Medical, dental, life insurance
401(k) and pension
Professional training & credentialing
Independent Financial Advisor — Build Your Own Practice
Independent Financial Advisor — Build Your Own Practice

New York Life • San Antonio (TX)

On-site
USD 102,000 - 138,000
Licensing support
Onboarding and coaching
Marketing tools
+1
Be Your Own Boss: Hybrid Financial Advisor
Be Your Own Boss: Hybrid Financial Advisor

New York Life • United States

Hybrid
USD 60,000 - 180,000
Build Your Independent Financial Advisory Practice
Build Your Independent Financial Advisory Practice

New York Life • Albuquerque (NM)

On-site
USD 100,000 - 150,000
Training & Development
Tools to Grow Your Business
Comprehensive Solutions
+6
Launch Your Independent Financial Advisory Practice
Launch Your Independent Financial Advisory Practice

New York Life Insurance Company • Lynchburg (VA)

Hybrid
USD 60,000 - 100,000
Medical, dental, life and long-term‑di
401(k) and pension
Independent Financial Pro: Launch Your Own Practice
Independent Financial Pro: Launch Your Own Practice

Principal Financial Group • California (MO)

On-site
USD 80,000 - 120,000