Financial Services Professional / Investment Advisor Trainee
Visalia/Fresno/Clovis/Madera CA
$70,000-$150,000 : Full-Time/Part-Time
Join New York Life – Central California general office as a Financial Services Professional and help clients build secure financial futures. We are looking to fill our open position and join our team of financial professionals and advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking few quality people with a strong entrepreneurial mindset, the mentality of a business-owner building a book of business and the focus/desire to earn six-figure income yearly while growing professionally.
Compensation Package:
- W-2 Position with Full Corporate Benefits
- Training Salary Allowance and Activity Stipend
- Commissions and Residuals
- Bonuses Paid Throughout The Year
- Quarterly Incentives
- Pension (Vested after 5 years)
- 401K Retirement Benefits Options with 401K Match
- Medical, Vision & Dental Insurance Option
What You’ll Do:
- Getting trained, obtaining licenses and designations
- Use our integrated CRM and marketing tools to identify new prospects
- Meet with clients to gather financial information and goals
- Structure personalized financial strategies based on client needs
- Recommend solutions including Life insurance, Long term care plans, Disability Insurance, Retirement Savings plans, Business Solutions and Investments*
- Build long-term relationships and trust with clients and businesses
What We Offer:
- Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
- 2 year in person/hybrid training & mentorship program that help to achieve designations and licenses.
- Investment licenses exam fees for first attempt and study material along with the financial designations pathway programs are sponsored and fully paid by the company for the right candidate.
- Marketing, Prospecting, Tech support and access to integrated systems.
- Three highly-skilled affiliations that provide advanced markets support : Our Advanced Planning Group of decorated and talented lawyers and tax professionals, Eagle Strategies* for qualifying agents who are also Registered Representatives , The Nautilus Group for qualifying agent.
- A team of highly-trained, experienced product consultants to support your agent’s client acquisition needs.
- Collaboration with established professionals within the company for high net worth clients and cases.
- Backing of a well established Fortune 100 company with a 180 year legacy with highest industry ratings.
Requirements:
- Great Communication Skills (Written and Spoken)
- Professional Attitude/Pleasant Demeanor
- Coachable & Growth Mindset
- Computer Savvy
- Strong Networking Skills
- Financial Literacy/Willing to learn
- Pass a Background Check
- High ethical standards/Discipline
Financial Services experience definitely helps but not necessary. College Degree - Bachelors (Preferred). Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers, Car salesman, customer service representatives have made into great financial careers also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. Position comes with a uncapped commissions structor + TAS Salary + Renewals + Bonu & Incentives. Position also includes 401K match, Pension plan and options of Medical, Dental, Vision & Life insurance.About New York Life:We are among the most financially secure companies in the world, 180 year old strong history backing with best ratings awarded from all four major financial rating agencies and the largest mutual life insurance company in US.
Some more accolades as :
- "Most Admired Companies to Work for in America (Finance)" - Fortune (2024)
- "Best Finance Companies and Top 50" - Business Insider (2024)
- "America's BEST Largest Employers" - Forbes (2024)
- "Top Company for Executive Women" - Seramount (2023)
- "Top 100 Best Companies" - Seramount (2023)
- The Only Life Insurance Company Endorsed by AARP
- #1 Ranked Company in leading the Million Dollar Round Table for 71 consecutive years **MDRT membership consists of all Top Producing Agents in the Insurance/Financial Services Industry"Most Admired Company" - Fortune (2025)Fortune Magazine's Fortune 500 with #62 for 2025"Most Trusted Financial Companies" - Investor's Business Daily (IBD) & MarketWatch (2024)"America's Best Employers for Diversity" - Forbes (2025)Chief Learning Officer: 2024 CLO Learning Elite Bronze AwardScored 100 on Human Rights Campaign Corporate Equality Index for 2025
Fast Track to Partner/Management Available contingent upon qualifications
Must be able to commute to Central California General Office located in Fresno.
*Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC),A Licensed Insurance Agency and a New York Life Company
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Education:
Experience:
- Sales: 2 years (Preferred)
License/Certification:
- CA Driving License (Required)
Work Location: Hybrid remote in Visalia, CA 93292
