Pathway to Holistic Financial Advisor
Pathway to Holistic Financial Advisor Role
New York Life – Staten Island, NY (Hybrid) + 5 Other NJ Locations
Are you seeking a career—not just a job—where you can grow professionally, make a meaningful impact, and build long-term success?
New York Life, a Fortune 100 company with over 180 years of financial strength and integrity, is actively hiring motivated individuals to join our team through a structured pathway to becoming a Holistic Financial Advisor.
✨ New graduates and career transitioners are VERY welcome!
✨ Sales, client service, and financial professionals encouraged to apply.
The Opportunity
This role is intentionally designed as a career development pathway, not a static position. You will start with comprehensive training and mentorship while learning the fundamentals of financial services. As you obtain the appropriate state and FINRA licenses, your responsibilities, income potential, and scope of services expand—ultimately leading to a full-suite Financial Advisor role.
You’ll have the opportunity to build your own insurance and financial services practice, backed by New York Life’s brand, training, and long-standing commitment to professional growth.
Structured Career Progression & Licensing Path
Step 1: Licensed Agent
(State Life & Health License)
Foundational training in financial services and client engagement
Conduct needs-based conversations with individuals and families
Provide insurance and protection-focused solutions
Begin building long-term client relationships
No prior licenses required. New York Life provides licensing support, training, and financial assistance to help you get started.
Step 2: Registered Representative
(SIE, Series 6 or 7, and Series 63)
Expanded ability to offer registered financial products
Support clients with accumulation and retirement strategies
Continue practice development with structured mentorship
Grow your advisory skillset and market knowledge
Step 3: Financial Advisor
(Series 63 + Series 65 or Series 66)
Deliver holistic financial guidance and planning
Offer investment, retirement, and wealth-building strategies
Conduct comprehensive financial reviews and ongoing advisory services
Serve as a trusted advisor through all stages of clients’ lives
Step 4: Practice Model Specialization
Design a practice aligned with your interests and strengths, including:
Financial Guidance & Planning
Business Solutions
Retirement Planning
Estate & Legacy Planning
Wealth Management & Investments
You will also have the opportunity to pursue professional designations through The American College, enhancing your credibility, expertise, and long-term career value.
Compensation & Income Potential
Commission-Based Compensation
Non-Commission Training Allowance: up to $62,000
Incentives & Bonus Opportunities
Annual Income Potential: $103,150 – $115,323+
Training & Development
At New York Life, your success is our priority:
NYLIC University – industry-leading education and development
One-on-one coaching with experienced managers
Full-time, dedicated local trainers
Ongoing leadership and advanced planning training
State-of-the-art marketing and business development support
FINRA licenses preferred but NOT required—we help the right professionals become licensed and thrive.
Benefits & Perks
401(k) with company matching
Health, dental, and vision insurance
Life insurance
Paid time off & parental leave
Tuition reimbursement
Flexible spending & health savings accounts
Flexible schedule & work/life balance
Hybrid work environment
Professional development assistance
Referral program & employee discounts
Who We’re Looking For
Highly motivated, self-starting individuals
Professionals seeking a long-term, growth-oriented career
New graduates or individuals transitioning careers
Strong communicators who enjoy helping others
Bilingual or multilingual candidates (preferred, not required)
Education & Experience
High school diploma or equivalent (preferred)
4-year college degree preferred, not required
Background in sales, client service, or financial concepts a plus
Work Details
Job Type: Full-time
Schedule: Monday–Friday | Choose your own hours
Location: Hybrid remote – Staten Island, NY 10314
Ability to commute or relocate prior to start required
Why New York Life
You’ll join a professional, customer-centric, and values-driven organization known for integrity, flexibility, and long-term commitment to its people. This is a career where your growth directly impacts your clients’ financial confidence—and your own future.
👉 Apply today and begin your pathway to becoming a Holistic Financial Advisor with New York Life.