Financial Services Professional / Financial Advisor
New York Life Insurance Company — Santa Clarita/Glendale, CA
Full-Time | Hybrid | W-2 | $75,000–$150,000 per year
Build a Career. Build a Business. Build Your Future.
Are you looking for more than just another sales position?
New York Life offers motivated professionals the opportunity to build a financial services practice while receiving the support, training, benefits, and resources of one of the most established financial institutions in the country.
Founded in 1845, New York Life is a Fortune 100 company and the largest mutual life insurer in the United States. For more than 180 years, the company has remained focused on helping individuals, families, and businesses protect their financial futures.
New York Life enters 2026 with the highest financial strength ratings currently awarded to any U.S. life insurer by all four major rating agencies: A.M. Best (A++), Fitch (AAA), Moody's (Aa1), and S&P (AA+). The company also declared a record $2.78 billion dividend for 2026, the largest in its history.
Why Join Us?
- W-2 employment with fixed and variable compensation
- $75,000–$250,000 annual compensation opportunity
- Comprehensive benefits package
- 401(k), Roth 401(k), and pension plan
- Health, dental, vision, life, and disability insurance
- Paid training and professional development
- Comprehensive ongoing training and mentoring
- Harvard Business School-based curriculum
- Salesforce CRM and state-of-the-art technology
- Extensive marketing and business-building resources
- Licensing sponsorship and support
- Flexible schedule and hybrid work environment
- Opportunities for advancement into management
- Potential Accelerated Path to Management for qualified experienced professionals
What You'll Do
As a Financial Services Professional, you will work with individuals, families, and business owners to understand their financial goals and help develop strategies designed to protect and build their financial futures.
Responsibilities include:
- Develop and implement a personal business and marketing plan
- Build and maintain a network of prospective clients
- Identify clients' financial goals, concerns, and priorities
- Conduct financial needs analyses
- Present appropriate insurance and financial solutions
- Develop long-term client relationships
- Utilize New York Life's technology, marketing resources, and Salesforce CRM
- Participate in ongoing professional training and development
- Develop expertise in insurance, retirement, and financial planning
- Pursue additional licenses and credentials for advanced planning and wealth management
- Build and grow your own practice with the support of an established organization
- Develop leadership skills and pursue future management opportunities
Licensing & Training
You do not need to have every license before applying.
New York Life provides training and licensing support for qualified candidates. Depending on the career path, support may include:
- Life & Health Insurance License
- SIE
- Series 6
- Series 63
- Additional licenses and credentials for qualified Financial Advisors
Licensing sponsorship and requirements are subject to applicable company, state, and regulatory requirements.
Accelerated Path to Management
For experienced professionals with strong leadership, sales, business, or financial services backgrounds, this opportunity can provide a pathway toward management.
Qualified candidates may have the opportunity to pursue an Accelerated Path to Management, allowing them to develop leadership capabilities while building their financial services expertise.
This can be an excellent opportunity for professionals who are ready to take the next step in their career and eventually lead, develop, and mentor others.
Benefits
- 401(k)
- Roth 401(k)
- Pension plan
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- AD&D insurance
- Health savings account
- Flexible spending account
- Paid time off
- Paid sick time
- Paid training
- Parental leave
- Professional development assistance
- Tuition reimbursement
- Employee assistance program
- Financial planning services
- Employee discounts
- Retirement plan
- Profit sharing
- Opportunities for advancement
Who We're Looking For
We are looking for motivated professionals who are interested in building a long-term career in financial services.
Ideal candidates may have experience in:
- Banking
- Financial services
- Insurance
- Sales
- Business development
- Relationship management
- Management or leadership
- Customer-facing professional services
We are particularly interested in individuals who are:
- Driven and self-motivated
- Entrepreneurial-minded
- Comfortable developing professional relationships
- Goal-oriented and accountable
- Interested in helping individuals and families achieve financial security
- Interested in professional growth and leadership
- Looking for a long-term career rather than simply another job
Position Details
Job Type: Full-Time
Compensation: $75,000–$150,000 per year
Compensation Structure: W2 Income (Fixed + Commission + Residual Income)
Schedule: Monday–Friday
Work Arrangement: Hybrid
Location: Santa Clarita/Valencia - Glendale CA
Education: Bachelor's degree preferred
Life Insurance License: Preferred, but not required for qualified candidates
Commute: Candidates must be able to commute to Santa Clarita/Glendale CA
Ready for Your Next Career Move?
If you're looking for an opportunity where you can build your own business, develop professionally, earn based on performance, receive comprehensive benefits, and have a path toward leadership, we'd like to talk with you.
Apply today to learn more about the opportunity and see if this career path is right for you.
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Opportunities for advancement
- Professional development assistance
Work Location: Hybrid remote in Valencia, CA 91355
