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FINANCIAL PROFESSIONAL CAREER PATHS Helping you chart your path to success
It’s your career. You deserve growth.
When you become a financial professional at New York Life, you'll help families in your community protect their loved ones with customized solutions including life insurance, fixed income annuities, disability income and long-term care insurance.
And with our robust training and support network, you always have room to grow your career over time.
You’re going to have a road of opportunities in front of you, and they will draw a map for you.
Lina Trujillo
New York Life Partner
Financial Advisor1
Financial expertise for families and businesses.
After becoming a Registered Representative, you can pursue becoming a Financial Advisor for Eagle Strategies LLC. Eagle Strategies Financial Advisors have access to more comprehensive resources and can provide advisory services to their clients.
Representatives² can provide solutions from a suite of securities-based products and services and offer investment products
Eagle Strategies Financial Advisors who have the proper credentials can offer in-depth financial planning and wealth management solutions
Field Manager
Leaders, recruiters, and trusted mentors.
Financial professionals interested in a management career can apply to join the General Office leadership team as an Associate Partner. To become eligible to be an Associate Partner, you must meet certain production, licensing and other internal requirements.
Starting as an Associate Partner*, you will:
Recruit, train and develop financial professionals
Build a team spirit in the General Office
Lead financial professionals toward attainment of agreed upon objectives
Start your journey today
Accelerate your growth into management.
If you’ve completed your MBA or a similar advanced degree, or have 2+ years previous management, 3+ years direct sales, or 2+ years business-owner experience, the Accelerated Path to Management program may be your perfect career path. First you work for 12 months as a financial professional (Agent). Upon meeting all production and licensing requirements, you transition out of agent production and into the 6-month Associate Partner Training program, and upon successful completion you become a New York Life Field Manager.
Grow your career
New York Life strives to offer you every tool you’ll need to grow a fulfilling, impactful career.
We value your strong work ethic and entrepreneurial spirit
Protecting our clients’ financial futures requires responsible decision-making, empathy, and problem-solving. At New York Life we’re always looking for talented, hard-working financial professionals to help us provide the service our policyholders expect and deserve.
Self-discipline to hold yourself accountable
Persistence to push through
Resilience to adapt and thrive
Determination to go further than you ever thought you could
Ready to start building your career?
Fill out this form and a New York Life recruiter in your area will call you soon.
Explore New York Life careers
Become a financial professional with a trusted company.
1A Registered Representative may pursue becoming a Financial Advisor with Eagle Strategies LLC, A Registered Investment Advisor and A New York Life Company. Qualifications and eligibility requirements include but are not limited to applicable FINRA general securities, agent state law, and investment advisory licenses, compliance history, production standards, and required training. Requirements subject to change.
2A New York Life financial professional (Agent) can pursue to become a Registered Representative of NYLIFE Securities LLC after satisfying licensing and other requirements. Securities products and services are offered through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.