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Financial Manager
Andover, MA

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New York Life

Financial Professional Management Track

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Job Description

Jobs › Andover, MA › Financial Professional Management … New York Life Financial Professional Management Track Andover, MA Apply Financial Professional
  • Accelerated Path to
Management Location:
Andover, MA Company:
New York Life \| NYLIFE Securities \|
Eagle Strategies Job Type:
Full-time \|
Hybrid Compensation:
\$60,000
  • $180,000+ per year \| Performance-based during the Financial Professional stage About the Opportunity New York Life is seeking experienced professionals interested in building a career in financial services with a path toward leadership and management.
This may be a strong fit for professionals with backgrounds in management, business ownership, financial services, banking, insurance, sales, business development, or other client-facing roles. The career begins as a Financial Professional, where you build a client-based practice and help individuals, families, and business owners identify financial goals and develop personalized strategies. As licensing and eligibility requirements are met, professionals may also expand into investment solutions through NYLIFE Securities and advisory and financial-planning services through Eagle Strategies. Candidates who meet applicable production, licensing, leadership, and other requirements may pursue New York Life\'s Accelerated Path to Management. Career Path Phase 1
  • Financial Professional As a Financial Professional, you will:
  • Build and develop a client-based practice
  • Build long-term client relationships
  • Identify client needs and develop personalized financial strategies
  • Develop business through networking, referrals, prospecting, and relationship building
  • Build knowledge across insurance, financial services, investments, and planning
  • Develop the business and leadership skills needed for future advancement Compensation during this stage is performance-based and commission-driven, with earnings tied to individual production and business development, and uncapped earning potential. Phase 2
  • Associate Partner / Management Financial Professionals who meet applicable production, licensing, leadership, and other qualification requirements may be eligible to pursue the Associate Partner management path. Associate Partners focus on recruiting, coaching, developing, and leading Financial Professionals. The Associate Partner salary range is \$60,000
  • $150,000, plus eligible bonuses and incentives. Further advancement may continue through Partner to Managing Partner. Who We\'re Looking For We are particularly interested in candidates with experience in:
  • Management or team leadership
  • Direct sales or business development
  • Business ownership or entrepreneurship
  • Financial services, banking, wealth management, or insurance
  • Account or relationship management
  • Recruiting, coaching, or employee development Bachelor\'s degree preferred.
Financial-services experience is valuable but is not required for candidates with strong transferable leadership, sales, business, or relationship-building experience. Licensing, Training & Benefits Licensing is required to perform the role, but candidates do not need to be licensed at the time of application. New York Life provides licensing guidance, study support, and reimbursement for required licensing expenses, plus NYLIC University training and ongoing coaching. Candidates who already hold Life, Accident & Health, SIE, or other applicable licenses are encouraged to apply. Eligible benefits may include medical, dental, vision, life insurance, retirement benefits, 401(k) and matching, paid training, and flexible schedule, based on eligibility.
Additional Details Markets Served:
Massachusetts and New Hampshire.
Schedule:
Full-time \| Hybrid. Candidates must be authorized to work in the United States without sponsorship. New York Life is unable to hire candidates on OPT, F-1, CPT, H-1B, or any other visa status, as this role requires permanent residency or U.S. citizenship with no sponsorship of any kind. New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gende Identity. Active Filters Financial Professional Managemen... Andover, MA Clear All Apply

Benefits

  • 401(k) Plans
  • Professional Development
  • Other Retirement and Savings
  • Health Insurance