Financial Advisor

The North Dallas General Office is seeking select mid-to-senior-level professionals for our Financial Advisor Development Program.

This opportunity is specifically designed for:

Corporate leaders

Business owners

Military officers and veterans

Former collegiate or professional athletes

High-performing relationship-driven professionals

This is not a traditional entry-level sales role.

It is a structured, merit-based career path designed to help accomplished professionals build a thriving financial advisory practice while creating opportunities for future leadership and mentorship responsibilities within the organization.

As a Financial Advisor, you will partner with clients to develop personalized financial strategies focused on wealth accumulation, retirement readiness, asset protection, and long-term financial confidence. Over time, high-performing advisors may pursue additional leadership and practice-development opportunities based on demonstrated success.

Build a sophisticated financial planning practice focused on individuals, families, executives, and business owners

Conduct comprehensive financial reviews and needs analyses

Provide consultative strategies

Develop long-term client relationships through a personalized, needs-based planning approach

Leverage New York Life's Advanced Planning Group for complex and high-net-worth client cases

Serve as a trusted financial resource for clients throughout various stages of life

Guide clients through important financial decisions with professionalism and integrity

Develop deep, trust-based relationships with affluent individuals, families, and business owners

Deliver customized financial strategies backed by industry-leading resources and support

Contribute to the collaborative, high-performance culture of the company

Participate in leadership development, mentorship, and community initiatives

Continuously grow personally, professionally, and financially

Opportunity to build an independent financial planning practice backed by a nationally recognized organization

Clear advancement opportunities based on performance and professional development

Potential future leadership and mentorship opportunities

Structured transition allowance and training subsidy program

Uncapped commissions

Renewal income opportunities

Long-term residual income potential

Fully sponsored licensing support:

Life & Health

SIE

Series 6 / 7 / 63 (as applicable)

Industry-leading training and mentorship

Advanced marketing platforms and operational support

Dedicated local office leadership and administrative infrastructure

Medical, dental, and vision insurance

401(k) with company support

National leadership conferences

Executive coaching and development programs

Incentive travel opportunities for top performers

We are seeking professionals with a demonstrated history of achievement, relationship-building, professionalism, and leadership potential who want to build a long-term career in financial advising.

Preferred backgrounds include:

Corporate leadership or management

Business ownership or entrepreneurship

Consultative or high-performance sales

Banking

Wealth management

Military leadership

Collegiate or professional athletics

Client-facing professional services

Minimum 3-5 years of professional experience preferred.

High emotional intelligence and communication skills

Ability to build trust quickly with clients

Strong listening and relationship-management abilities

Entrepreneurial and highly driven

Competitive with a strong desire to succeed

Coachable and growth-oriented

Motivated to build a long-term advisory practice

Bachelor's degree preferred. Equivalent professional achievement, leadership experience, military service, or business success will also be strongly considered.

This opportunity is specifically targeted toward professionals with proven leadership potential and a track record of performance.

Must currently reside in the Dallas-Fort Worth metroplex, as local networking, community engagement, and in-office collaboration are critical components of long-term success in this market.

175+ years of financial strength and stability

Fortune 100 mutual company structure

Industry-leading training…