Financial Advisory Consultant

Are you looking for a job where you can use your experience to propel your career into management? At New York Life,
we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable
skills, such as marketing, business development, and customer relationship management, and provide you with the
tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career
in management.
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?
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.






Your transition to a Field Manager role
After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized
six-month Associate Partner training program.1

We’ll help you to lead and build your team of financial professionals.
Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to
increasingly senior levels of management.
How we will compensate you
When you begin with New York Life as a financial professional2, you will receive income that is commission-based.3
If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for
an Associate Partner is $60,000–$150,000 (in California, the salary range is $62,400–$150,000), plus you will be eligible for
additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that
is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise
reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death
and dismemberment coverages, a pension plan,4

and a 401(k) savings plan.5

New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because
our field managers’ compensation is directly aligned with their recruiting performance and the production level of their
team of financial professionals. The average income among our 579 recruiters at all levels in 2022 was $240,000.6