Job Overview About Us New York Life & NYLIFE Securities is a growth-driven financial services firm built for professionals who want to lead, build, and scale. We develop future leaders by combining hands-on advisor experience with a clear path to management and long-term ownership. The Opportunity This is a structured leadership track designed to develop future managers of financial advisors. After being hired into the program, you will begin as a Financial Advisor, learning the business firsthand—prospecting, closing, and building a book of clients. After successfully completing the advisor phase (within 12 months), you'll transition into a Manager of Financial Advisors, where you'll recruit, coach, and lead a team. Ideal for entrepreneurial, sales-driven professionals seeking long-term upside and leadership responsibility. Phase 1: Financial Advisor (Year 1) Build the foundation by doing the job yourself. Responsibilities Build your own client base through networking, referrals, and proactive outreach Learn consultative selling techniques to convert prospects into long-term clients Develop customized financial strategies (investments, retirement, insurance, wealth planning) Grow and manage a recurring-revenue book of business Conduct client meetings, including discovery of client priorities, objectives, risks and confidently present financial recommendations Leverage firm marketing, technology, and coaching to scale your practice Progressively take full ownership of your results, income, and growth

Focus:

Production success, skill development, and leadership readiness Phase 2: Manager of Financial Advisors (Year 2+) Lead, recruit, and scale a team. Responsibilities Recruit, onboard, and develop new advisors Train and coach advisors on sales, prospecting, and client development Lead by example through continued production Drive team performance, accountability, and growth Earn leadership overrides and incentives tied to team success Qualifications Master's Degree OR Management experience OR Strong sales experience OR Prior owner of a business The ability to learn how to communicate complex financial concepts to clients Comfortable with sales, relationship-building, and accountability A proven track record of achievement, prior sales experience, having owned your own business, consulting experience, prior sales management Eagerness to learn a new industry or gain depth if currently in the industry Professionalism & discipline, having the ability to work both in an office setting and in an individual basis What We Offer Clear advisor-to-manager leadership track Licensing support, training, and ongoing mentorship Uncapped earning potential (production + leadership compensation) Marketing, administrative, and technology support Ability to build a transferable book of business and advisory team Path to senior leadership, equity, or regional management

Pay:

$75,044.12 - $141,472.49 per year

Benefits:

401(k) matching Dental insurance Employee discount Flexible schedule Health insurance Health savings account Life insurance Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance

Work Location:

Hybrid remote in Morgantown, WV 26501