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Fast Track Management

New York Life - Dallas

Dallas, TX • $95,000 / yr • 9/9/2026

Accounting / Finance , Management , Professional

Job Description

Job Description

Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests.

New York Life is dedicated to prudent financial management, high-quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term, investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds.

We are looking for motivated, self–starters, who would like to:

· Become a partner within their first year and build a team of financial advisors

· Build their career with significant income potential.

· Manage their own work schedule and establish an attractive work/life balance.

· Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets

· Experience a lifetime of learning and professional development.

· Enjoy recognition and rewards for their financial achievements.

Compensation:

$65,000 - $95,000 at plan yearly


Responsibilities:
  • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
  • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more
  • Hire and lead your own group of financial professionals while serving as an associate partner
  • Transition into management as an Associate Partner once you have achieved the program requirements
  • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position

Qualifications:
  • Sales experience preferred with a growth mindset
  • Strong business acumen
  • Must possess uncompromising integrity
  • Ability to engage your community and leverage personal networks and contacts
  • Excellent communication skills both written and verbal to communicate complex skills
  • Motivated and driven personality
  • Self-disciplined
  • Willingness to obtain licensure, if necessary
  • Strong leadership skills
  • Ability to adapt to changing needs
  • Innovative and self-driven
  • Flexibility

About Company

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers.

As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.