Financial Professional – Accelerated Path to Management

Financial Professional – Accelerated Path to Management

Location: Andover, MA
Company: New York Life | NYLIFE Securities | Eagle Strategies
Job Type: Full-time | Hybrid
Compensation: $60,000–$180,000 per year | Performance-based during the Financial Professional stage

About the Opportunity

New York Life is seeking experienced professionals interested in building a career in financial services with a path toward leadership and management.

This opportunity may be a strong fit for professionals with backgrounds in management, business ownership, financial services, banking, insurance, sales, business development, account management, or other client-facing roles.

The career begins as a Financial Professional, where you develop a client-based practice and help individuals, families, and business owners identify financial goals and develop personalized strategies. As applicable licensing and eligibility requirements are met, professionals may also expand into investment solutions through NYLIFE Securities and advisory and financial-planning services through Eagle Strategies.

Candidates who meet applicable production, licensing, leadership, and other requirements may pursue New York Life's Accelerated Path to Management.

Career PathPhase 1 – Financial Professional

As a Financial Professional, you will:

• Build and develop a client-based practice
• Establish long-term relationships with individuals, families, and business owners
• Identify client needs and develop personalized financial strategies
• Develop business through networking, referrals, prospecting, and relationship building
• Build knowledge across insurance, financial services, investments, and planning as applicable to licensing and career path
• Develop the business and leadership skills needed for future advancement

Compensation during this stage is performance-based and commission-driven, with earnings tied to individual production and business development.

Phase 2 – Associate Partner / Management

Financial Professionals who meet applicable production, licensing, leadership, and other qualification requirements may be eligible to pursue the Associate Partner management path.

Associate Partners focus on recruiting, coaching, developing, and leading Financial Professionals.

The Associate Partner salary range is $60,000–$150,000, with additional eligible bonuses and performance-based incentives.

Long-term management opportunities may continue through Partner, Senior Partner, Executive Partner, and Managing Partner.

Who We're Looking For

We are particularly interested in candidates with experience in:

• Management or team leadership
• Direct sales or business development
• Business ownership or entrepreneurship
• Financial services, banking, wealth management, or insurance
• Account or relationship management
• Recruiting, coaching, or employee development

Candidates with an advanced degree or meaningful experience in management, direct sales, or business ownership may be considered for the Accelerated Path to Management based on applicable eligibility requirements.

Bachelor's degree preferred. Financial-services experience is valuable but is not required for candidates with strong transferable leadership, sales, business, or relationship-building experience.

Licensing & Prior Experience

Financial-services licensing is required to perform the role; however, candidates do not need to be licensed at the time of application.

For candidates entering the industry, New York Life provides licensing guidance, study support, and reimbursement for required licensing expenses.

Candidates who already hold credentials such as Life, Accident & Health, SIE, or other applicable insurance or securities licenses and registrations are encouraged to apply. Previous industry experience and existing credentials are reviewed individually, so candidates transitioning from another financial-services or similar role may have a different licensing or onboarding process based on their background and applicable requirements.

Training & Development

New York Life provides:

• Training and professional development through NYLIC University
• Licensing guidance, study support, and reimbursement
• Ongoing coaching and professional development
• Financial and advanced-planning resources
• Opportunities to pursue additional licenses and professional credentials
• Opportunities to expand into investment and advisory services through NYLIFE Securities and Eagle Strategies when applicable requirements are met

Compensation & Benefits

The Financial Professional stage is performance-based and commission-driven rather than a traditional salary. Individual earnings vary based on production and business development, with uncapped earning potential.

Candidates who qualify and transition into Associate Partner move into a salaried management compensation structure of $60,000–$150,000, plus eligible bonuses and incentives.

Eligible benefits may include medical, dental, vision, life insurance, retirement benefits, and other benefits based on position and eligibility.

Additional Details

Location: Andover, Massachusetts
Markets Served: Massachusetts and New Hampshire
Schedule: Full-time | Hybrid

Candidates must be authorized to work in the United States without sponsorship.

This opportunity is best suited for professionals interested in building a financial-services practice while developing toward leadership and management.

Apply today to be considered.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Job Type: Full-time

Pay: $60,000.00 - $180,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid training
• Retirement plan
• Vision insurance

Application Question(s):

• Before we move forward, I want to clarify that New York Life is unable to hire candidates on OPT, F-1, CPT, H-1B, or any other visa status, as this role requires permanent residency or U.S. citizenship with no sponsorship of any kind.

Can you confirm that you are either a U.S. citizen or a permanent resident (green card holder)?

Work Location: Hybrid remote in Andover, MA 01810

Benefits:

Salary : $60,000 - $180,000