Licensed Financial Professional I Leadership & Management Opportunity

New York Life; Downers Grove (IL); On-site; USD 60,000 - 95,000; Full time

Job summary

New York Life is seeking licensed financial professionals with leadership or management experience who want to advance into higher leadership roles. This opportunity emphasizes protection-first planning and entrepreneurial client development, with the potential to enter a Fast Track management path, subject to qualifications.

The path is designed for professionals who already have Series 6 and 63 licenses and are comfortable building a client base while developing leadership capabilities.

Qualifications

• Must hold Series 6 and Series 63 licenses.
• Demonstrated leadership or management experience.
• Entrepreneurial mindset with ownership over career path.

Skills

Series 6

Series 63

Leadership

People development

Entrepreneurial mindset

Business development

Client relationships

Job description

Licensed Financial Professional | Leadership & Management Opportunity

Are you a Series 6 and 63 licensed financial professional who enjoys developing people as much as building your own business?

New York Life is looking to connect with experienced financial professionals who have demonstrated leadership or management experience and are interested in exploring a path toward greater leadership responsibility.

This opportunity may be particularly relevant for professionals who:

• Hold Series 6 and Series 63 licenses
• Have experience leading, managing, coaching, or developing others
• Have an entrepreneurial mindset and want greater ownership over their career
• Are motivated by professional growth and leadership opportunities
• Want to build meaningful client relationships while developing their leadership capabilities
• Are comfortable with business development and building a client base

New York Life operates through an entrepreneurial model, so success requires personal accountability for developing and growing your practice. Our approach also emphasizes protection-first planning, and New York Life agents are required to obtain and maintain the appropriate Life & Health licensing.

For qualified professionals interested in management, there may be an opportunity to explore New York Life's Fast Track management path, subject to applicable qualifications and program requirements.

Already established in financial services but wondering what the next chapter of your career could look like?

• New York Life is an Equal Opportunity Employer. Specific licensing, registration, appointment, program eligibility, compensation, and other requirements should be confirmed through applicable New York Life policies and approved recruiting materials.