Financial Services Professional

Build Something Big. Move Fast. Win Together.

NYLIFE Securities LLC, a wholly owned subsidiary of New York Life Insurance Company, provides premier brokerage services and comprehensive investment solutions backed by one of the most respected financial institutions in the world. Our platform combines deep resources, competitive cost structures, and a client-first philosophy focused on long-term wealth, protection, and financial confidence.

We are expanding our high-performance team in San Antonio and are looking for driven, disciplined, and growth-minded Financial Services Professionals who want more than a job — they want a career with momentum, mentorship, and upside.

This is not a passive role. This is for people who thrive in a fast-paced, high-energy environment, take ownership of their results, and want to build something meaningful for themselves and their clients.

• Deliver comprehensive financial planning, retirement planning, and wealth management solutions
• Analyze client financial situations and design custom, goal-driven strategies
• Build and maintain long-term client relationships based on trust, consistency, and performance
• Educate clients on investment strategies and financial products aligned with their objectives
• Operate with autonomy while collaborating within a motivated, competitive, team-driven culture
• Continuously develop technical expertise, communication skills, and professional presence

• Strong foundation in financial planning, investments, and retirement strategies
• Excellent communication skills; confident, articulate, and professional
• Natural relationship builder with a client-first mindset
• Self-motivated, disciplined, and accountable
• Thrives in a performance-based environment with high standards and expectations
• Comfortable moving fast, learning quickly, and executing consistently

• Series 6, 7, and/or 63 licenses or willingness to obtain
• Bachelor’s degree in Finance, Business, or a related field
• Experience in financial services, sales, consulting, or client-facing roles is a plus

• The backing of New York Life’s brand, platform, and resources
• Structured training, mentorship, and professional development
• A performance-driven environment with real growth and leadership opportunities
• Hybrid flexibility with strong local team support
• A culture built around accountability, excellence, and winning together

This role is not for individuals seeking a slow pace, guaranteed outcomes, or constant supervision. Success in this role requires personal drive, consistency, and a strong commitment to professional growth.

If you are hungry, coachable, competitive, and ready to build a serious career in financial services, we want to speak with you.