Financial Advisor – Wealth Planning & Leadership Development Track

North Dallas General Office | Full-Time | Hybrid
First-Year Expected Total Compensation: $60,000 – $150,000+

Build a Sophisticated Financial Planning Practice with a Defined Path to Leadership

The North Dallas General Office is seeking select mid-to-senior-level professionals for our Financial Advisor Development Program.

This opportunity is specifically designed for:

• Corporate leaders

• Business owners

• Military officers and veterans

• Consultative sales professionals

• Former collegiate or professional athletes

• High-performing relationship-driven professionals

This is not a traditional entry-level sales role.

It is a structured, merit-based career path designed to help accomplished professionals build a thriving financial advisory practice while creating opportunities for future leadership and mentorship responsibilities within the organization.

As a Financial Advisor, you will partner with clients to develop personalized financial strategies focused on wealth accumulation, retirement readiness, asset protection, and long-term financial confidence. Over time, high-performing advisors may pursue additional leadership and practice-development opportunities based on demonstrated success.

What You'll Do

Financial Planning & Client Advisory

• Build a sophisticated financial planning practice focused on individuals, families, executives, and business owners

• Conduct comprehensive financial reviews and needs analyses

• Provide consultative strategies

• Develop long-term client relationships through a personalized, needs-based planning approach

• Leverage New York Life's Advanced Planning Group for complex and high-net-worth client cases

Client Relationship Management

• Serve as a trusted financial resource for clients throughout various stages of life

• Guide clients through important financial decisions with professionalism and integrity

• Develop deep, trust-based relationships with affluent individuals, families, and business owners

• Deliver customized financial strategies backed by industry-leading resources and support

Culture & Leadership Engagement

• Contribute to the collaborative, high-performance culture of the company

• Participate in leadership development, mentorship, and community initiatives

• Continuously grow personally, professionally, and financially

What We Offer

Financial Advisor Career Path

• Opportunity to build an independent financial planning practice backed by a nationally recognized organization

• Clear advancement opportunities based on performance and professional development

• Potential future leadership and mentorship opportunities

Comprehensive Compensation & Support

• Structured transition allowance and training subsidy program

• Uncapped commissions

• Renewal income opportunities

• Sequential production bonuses

• Long-term residual income potential

Corporate Infrastructure & Sponsorship

Fully sponsored licensing support:

• Life & Health

• SIE

• Series 6 / 7 / 63 (as applicable)

• Industry-leading training and mentorship

• Advanced marketing platforms and operational support

• Dedicated local office leadership and administrative infrastructure

Executive-Level Benefits

• Medical, dental, and vision insurance

• 401(k) with company support

• Rare defined-benefit pension plan

• National leadership conferences

• Executive coaching and development programs

• Incentive travel opportunities for top performers

Candidate Profile & Requirements

We are seeking professionals with a demonstrated history of achievement, relationship-building, professionalism, and leadership potential who want to build a long-term career in financial advising.

Professional Background

Preferred backgrounds include:

• Corporate leadership or management

• Business ownership or entrepreneurship

• Consultative or high-performance sales

• Financial services

• Banking

• Wealth management

• Military leadership

• Collegiate or professional athletics

• Client-facing professional services

Minimum 3–5 years of professional experience preferred.

Relationship & Advisory Acumen

• High emotional intelligence and communication skills

• Ability to build trust quickly with clients

• Strong listening and relationship-management abilities

Mindset

• Entrepreneurial and highly driven

• Competitive with a strong desire to succeed

• Coachable and growth-oriented

• Motivated to build a long-term advisory practice

Education & Professional Caliber

Bachelor’s degree preferred. Equivalent professional achievement, leadership experience, military service, or business success will also be strongly considered.

This opportunity is specifically targeted toward professionals with proven leadership potential and a track record of performance.

Location Requirement

Must currently reside in the Dallas–Fort Worth metroplex, as local networking, community engagement, and in-office collaboration are critical components of long-term success in this market.

Why New York Life?

• 175+ years of financial strength and stability

• Fortune 100 mutual company structure

• Industry-leading training and professional development

• Comprehensive financial planning platform and support resources

• Opportunity to build a meaningful advisory practice serving clients and families

• Potential for long-term career growth and leadership opportunities

Apply Now

If you are a high-performing professional seeking more autonomy, meaningful client relationships, long-term financial upside, and the opportunity to help individuals and families pursue their financial goals, we encourage you to apply.

Build your future as a Financial Advisor with the support, resources, and reputation of one of the most respected names in financial services.