Licensed Financial Professional — Leadership & Ownership Path

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

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.