Entry-Level Financial Professional - Leadership Development Program New York Life - 3.6 San Jose, CA Job Details Full-time $55,000 - $105,000 a year 8 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Financial planning services Vision insurance Employee discount Professional development assistance Flexible schedule Retirement plan Qualifications Curiosity FINRA Work ethic FOCUS Entrepreneurship Attention to detail Friendly demeanor Active learning Full Job Description What we offer Phase 1: Firsthand experience as a financial professional You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions—and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. What we're looking for We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: Do you have sales or managerial experience in another industry? Have you previously run your own business? Do you have an MBA or other equivalent degree? If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you'll start off as a financial professional,• learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. Join us to develop your expertise across a broad spectrum of financial services while gaining valuable industry insights. We're committed to fostering your growth through comprehensive training programs that emphasize technical skills, regulatory compliance, and client-focused solutions. This is more than just a job — it's the start of a vibrant career dedicated to helping clients achieve their financial goals with confidence.

Pay:

$55,000.00 - $105,000.00 per year

Benefits:

401(k) Dental insurance Employee discount Financial planning services Flexible schedule Health insurance Health savings account Professional development assistance Retirement plan Vision insurance

Work Location:

Hybrid remote in San Jose, CA 95128