Demo

Accelerated Path to Management - Financial Services

NYL - North Bay
Novato, CA Full Time
POSTED ON 3/17/2026
AVAILABLE BEFORE 5/16/2026

Build the Next Generation of Financial Advisors

New York Life Investment Management/New York Life Insurance Company

Fortune 100 Company


We’re building the next generation of financial advisors. Over 30% of today's financial advisors are planning to retire within the next decade. New York Life is hiring leaders who can attract and train tomorrow's financial advisors.


Our intensive six-month leadership development program provides real-world experience and mentorship to prepare you to build and lead a team of financial advisors.


This role is for professionals seeking greater meaning, holistic impact, and alignment between their title and their true responsibilities. You’ll recruit, develop, and mentor advisors who educate, empower, and improve clients’ financial lives.


Many are drawn to this profession to help break generational financial cycles and better serve underserved communities. If you believe financial advice should go beyond managing money and truly change lives, we’d like to meet you.


Already securities-licensed? We have a high GDC grid payout, expense allowance, and offer robust ongoing education to help you scale your practice.


Benefits

  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Company pension plan
  • Tuition reimbursement and scholarship support through The American College
  • Life insurance, Disability insurance, FSA, and more
  • Flexible Schedule, hybrid
Compensation:

$200,000 at plan earnings

Responsibilities:
  • Commitment to developing others and building future leaders
  • Recruit and develop future financial advisors
  • Ability to attract and recruit talented individuals
  • Drive growth through client and community engagement
  • Expand access to comprehensive financial guidance


You will work in your area, representing the Northern California General Office of New York Life Investment Management companies.

Qualifications:

If you have owned your own company or currently own a business, this is an opportunity for you to use what you've learned to build a team with the backing of a Fortune 100 company.


  • Leadership, sales, or business experience
  • Strong mentoring and coaching mindset
  • Forward-thinking drive and growth orientation
  • Resilient, goal-oriented professional
  • Commitment to licensing and professional development
  • MBA advanced degree or equivalent experience preferred.


Location Requirement

  • MUST reside in Northern California, with a focus on Marin County
About Company


New York Life Investment Management and New York Life Insurance Company - We are a Fortune 100 financial services company with over 180 years of experience.

We develop professionals who want to build meaningful, long-term careers serving clients and communities.

Ready to Compete and Grow?

If you’re motivated by achievement and want a career with long-term growth potential, apply to start the conversation.

Salary : $200,000

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