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Fast Track Management

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: New York Life
Full Time position
Listed on 2026-09-15
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below

Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests.

New York Life is dedicated to prudent financial management, high-quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds.

We

are looking for motivated, self-starters, who would like to:
  • Become a partner within their first year and build a team of financial advisors
  • Build their career with significant income potential.
  • Manage their own work schedule and establish an attractive work/life balance.
  • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets
  • Experience a lifetime of learning and professional development.
  • Enjoy recognition and rewards for their financial achievements.
Compensation: $65,000 - $95,000 at plan yearly Qualifications
  • Sales experience preferred with a growth mindset
  • Strong business acumen
  • Must possess uncompromising integrity
  • Ability to engage your community and leverage personal networks and contacts
  • Excellent communication skills both written and verbal to communicate complex skills
  • Motivated and driven personality
  • Self-disciplined
  • Willingness to obtain licensure, if necessary
  • Strong leadership skills
  • Ability to adapt to changing needs
  • Innovative and self-driven
  • Flexibility
Responsibilities
  • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
  • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more
  • Hire and lead your own group of financial professionals while serving as an associate partner
  • Transition into management as an Associate Partner once you have achieved the program requirements
  • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position
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