Associate Financial Advisor - Leadership Path
17 days ago
Bellaire
Job Description New York Life | Accelerated Leadership Development Program At New York Life, we’re seeking ambitious professionals who want more than a job — they want a long-term career with purpose, growth, and a clear path to leadership. Our Leadership Development Fast-Track is a structured, two-phase career path designed to help you first build credibility and success as a Financial Professional — then transition into management, where you’ll recruit, mentor, and lead a high-performing team. With over 180 years of strength and stability, New York Life provides the platform. Your ambition determines how far you go. Phase 1: Gain Real-World Experience as a Financial Professional You’ll begin by developing firsthand experience in financial services, learning how to help individuals, families, and business owners protect and grow their wealth. During this phase, you will receive: • Comprehensive training and mentorship from experienced leaders, • Access to advanced digital planning tools and client platforms, • A broad portfolio of financial solutions and strategies, • A supportive, performance-driven culture Phase 2: Transition into Leadership as an Associate Partner After meeting defined performance milestones and leadership criteria, you may be invited into our six-month Associate Partner development program. In this leadership phase, you will gain: • Structured management and leadership training, • Coaching in recruiting, team development, and accountability, • Hands-on experience building and leading a team As an Associate Partner, you’ll gain: • Targeted leadership training and support, • Coaching in team-building, accountability, and performance development, • Opportunities for career progression through Partner, Senior Partner, and Managing Partner levels, • Resources to grow a thriving team Your career path at New York Life is built for progression—from individual impact to leading and scaling a team. How We Will Compensate You: Phase 1 (Financial Professional): • Performance-based, commission-driven income, • Training allowances and activity stipends (if eligible), • First-year bonuses and milestone incentives, • Salary plus performance-based incentives, • Develop and grow a personal client base through networking, referrals, and strategic prospecting, • Conduct in-depth financial fact-finding to assess clients’ goals, risk tolerance, and financial position, • Design and present customized financial strategies, including protection, retirement, and wealth-building solutions, • Recommend appropriate insurance and financial products aligned with client objectives, • Build long-term client relationships through ongoing service, annual reviews, and proactive communication, • Maintain compliance with all industry regulations, licensing requirements, and company standards Upon meeting performance and eligibility benchmarks: • Recruit, select, and onboard new financial professionals, • Coach, mentor, and develop team members to drive performance and accountability, • Conduct joint work appointments and provide field training support, • Assist in creating business development strategies for team growth, • Foster a culture of professionalism, ethical practice, and results-driven performance, • Monitor and track team production metrics and provide performance guidance, • Participate in leadership training and management development programs Qualifications: • Experience in financial services, with a focus on client relationship management, • Ability to conduct comprehensive financial assessments and develop tailored strategies, • Proven track record of meeting performance milestones in a results-driven environment, • Strong communication skills to effectively present financial solutions to clients, • Ability to build and maintain long-term client relationships through proactive service, • Familiarity with industry regulations and commitment to maintaining compliance, • Experience in recruiting, mentoring, and developing financial professionals is a plus, but not requiredAbout Company Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. and will proudly celebrate its 180th anniversary in 2025. As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service. We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors. Benefits: • 401(k) and pension plan, • Medical, dental, & vision health coverage, • Life & disability insurance, • Bonuses & incentives