{"id":46624,"date":"2026-02-01T18:50:52","date_gmt":"2026-02-01T18:50:52","guid":{"rendered":"https:\/\/www.monmouth.edu\/career-development\/job\/partner-track-financial-advisor\/"},"modified":"2026-07-27T08:25:44","modified_gmt":"2026-07-27T12:25:44","slug":"partner-track-financial-advisor","status":"publish","type":"ch_job","link":"https:\/\/www.monmouth.edu\/career-development\/job\/partner-track-financial-advisor\/","title":{"rendered":"Partner-Track Financial Advisor"},"content":{"rendered":"

Partner-Track Opportunity<\/u><\/strong><\/p>\n

Accelerated Path to Management \u2014 New York Life<\/i><\/p>\n

Locations:<\/strong> Staten Island, NY | Edison, Wall, Saddle Brook, Princeton, Livingston, NJ
Initial Role:<\/strong> Financial Advisor \/ Financial Professional<\/p>\n

Are you a high-performing professional ready to accelerate your career into leadership and management? New York Life\u2019s Partner-Track: Accelerated Path to Management Program<\/strong> is designed for experienced leaders, sales professionals, and entrepreneurs who want to build a successful advisory practice first\u2014and then transition into management with the backing of a Fortune 100 company with over 180 years of financial strength<\/strong>.<\/p>\n

\u00a0<\/p>\n

About the Program<\/strong><\/p>\n

This is a structured, career-defining pathway. You will begin as a Financial Advisor<\/strong>, gaining hands-on experience in client development, sales, and relationship management. Once performance and licensing milestones are met, you will transition into a six-month intensive management training program<\/strong>, preparing you to recruit, coach, and lead your own team of financial professionals.<\/p>\n

\u00a0<\/p>\n

Key Responsibilities<\/u><\/strong><\/p>\n

Phase 1 \u2013 Financial Advisor (Initial Track):<\/strong><\/p>\n

Build and manage a client base<\/p>\n

Deliver holistic financial solutions to individuals, families, and small businesses<\/p>\n

Complete licensing and production requirements<\/p>\n

Develop strong business development and marketing skills<\/p>\n

Phase 2 \u2013 Management & Partner Track:<\/strong><\/p>\n

Recruit, train, and develop your own team of financial professionals<\/p>\n

Coach agents toward performance and career growth<\/p>\n

Establish and lead a high-performance team culture<\/p>\n

Drive long-term growth and community impact<\/p>\n

\u00a0<\/p>\n

Ideal Candidate Qualifications<\/strong><\/p>\n

We are seeking candidates who bring experience, leadership, and ambition<\/strong>, including:<\/p>\n

MBA or equivalent advanced degree<\/strong>, or<\/i><\/p>\n

3+ years of sales experience<\/strong>, or<\/i><\/p>\n

2+ years of management or business ownership experience<\/strong><\/p>\n

\u00a0<\/p>\n

Additional Requirements \/ Milestones:<\/strong><\/p>\n

Life & Health License (or willingness to obtain)<\/p>\n

Completion of 30 paid cases (Life, LTC, IDI, or Annuities)<\/p>\n

Successful completion of SIE, Series 6 or 7, and Series 63 exams<\/p>\n

Compensation & Benefits<\/p>\n

Earning potential:<\/strong> $60,000 \u2013 $150,000+ (performance-based)<\/p>\n

Comprehensive benefits package including medical, dental, vision, long-term disability, and group term life insurance (agents and dependents eligible)<\/p>\n

World-class training, mentorship, and leadership development<\/p>\n

Access to industry-leading tools, systems, and resources<\/p>\n

\u00a0<\/p>\n

Why New York Life<\/strong><\/p>\n

Fortune 100 company with over 180 years of stability and impact<\/strong><\/p>\n

Industry-leading financial strength ratings<\/p>\n

A culture focused on long-term client success\u2014not short-term gains<\/p>\n

A proven pathway to management and partnership<\/p>\n

\u00a0<\/p>\n

Apply \/ Contact<\/strong><\/p>\n

To explore this opportunity, please submit your resume or inquiries to:<\/p>\n

Raya Arbiol, MBA<\/strong>
Recruiter \u2013 Partner-Track Program
\ud83d\udce7 rbarbiol@newyorklife.com<\/strong><\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_ch_employer_id":"12877","_ch_external_id":"10702051","_ch_location_state":"","_ch_location_city":"","_ch_is_ocr_job":"","_ch_expiration_date":"2026-08-01","_ch_apply_link":"https:\/\/monmouth.joinhandshake.com\/jobs\/10702051\/share_preview"},"ch_stakeholder":[],"ch_class_year":[],"ch_job_category":[86],"ch_career_skill":[],"ch_industry":[53],"class_list":["post-46624","ch_job","type-ch_job","status-publish","hentry","ch_job_category-full-time","ch_industry-communication-marketing-arts-entertainment"],"_links":{"self":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job\/46624","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job"}],"about":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/types\/ch_job"}],"wp:attachment":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/media?parent=46624"}],"wp:term":[{"taxonomy":"ch_stakeholder","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_stakeholder?post=46624"},{"taxonomy":"ch_class_year","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_class_year?post=46624"},{"taxonomy":"ch_job_category","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job_category?post=46624"},{"taxonomy":"ch_career_skill","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_career_skill?post=46624"},{"taxonomy":"ch_industry","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_industry?post=46624"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}