Partner-Track Financial Advisor

and the job listing Expires on March 4, 2026

Internship Accounting, Data Analytics, Economics & Finance

Accelerated Path to Management — New York Life

Locations: Staten Island, NY | Edison, Wall, Saddle Brook, Princeton, Livingston, NJ
Initial Role: Financial Advisor / Financial Professional

Are you a high-performing professional ready to accelerate your career into leadership and management? New York Life’s Partner-Track:
Accelerated Path to Management Program is designed for experienced leaders, sales professionals, and entrepreneurs who want to build a successful advisory practice first—and then transition into management with the backing of a Fortune 100 company with over 180 years of financial strength
.

This is a structured, career-defining pathway. You will begin as a Financial Advisor
, gaining hands-on experience in client development, sales, and relationship management. Once performance and licensing milestones are met, you will transition into a six‑month intensive management training program
, preparing you to recruit, coach, and lead your own team of financial professionals.

• Build and manage a client base
• Deliver holistic financial solutions to individuals, families, and small businesses
• Complete licensing and production requirements
• Develop strong business development and marketing skills

• Recruit, train, and develop your own team of financial professionals
• Coach agents toward performance and career growth
• Establish and lead a high‑performance team culture
• Drive long‑term growth and community impact

We are seeking candidates who bring experience, leadership, and ambition, including:

• MBA or equivalent advanced degree
  , or
• 3+ years of sales experience
  , or
• 2+ years of management or business ownership experience

• Life & Health License (or willingness to obtain)
• Completion of 30 paid cases (Life, LTC, IDI, or Annuities)
• Successful completion of SIE, Series 6 or 7, and Series 63 exams

Earning potential: $60,000 – $150,000+ (performance-based)

Comprehensive benefits package including medical, dental, vision, long‑term disability, and group term life insurance (agents and dependents eligible)

World‑class training, mentorship, and leadership development

Access to industry‑leading tools, systems, and resources

Fortune 100 company with over 180 years of stability and impact

A culture focused on long‑term client success—not short‑term gains

A proven pathway to management and partnership

To explore this opportunity, please submit your resume or inquiries to: