Own Your Financial Advisory Practice | Independent & Trained

New York Life Investments; San Antonio (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Structured onboarding

Licensing support

Marketing resources

Job summary

New York Life Investments seeks motivated financial professionals to build a personal book of business and guide clients through retirement, protection and education planning. You’ll leverage a broad suite of life insurance, annuities and investment products to meet client goals.

The role offers structured onboarding, licensing support and opportunities for professional credentials through The American College, plus access to proven marketing resources and a supportive advisor network.

Responsibilities

• Develop and expand your own book of business through new client acquisition
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products
• Grow knowledge and skills through specialized training and professional development

Job description

New York Life Investments seeks motivated financial professionals to build a personal book of business and guide clients through retirement, protection and education planning. You’ll leverage a broad suite of life insurance, annuities and investment products to meet client goals.

The role offers structured onboarding, licensing support and opportunities for professional credentials through The American College, plus access to proven marketing resources and a supportive advisor network.