Job Overview

Join our dynamic team as a Financial Services Management Trainee and embark on a comprehensive journey into the world of finance, investment, and client management. This program is designed to develop future leaders by providing hands-on experience across various financial disciplines, including wealth management, financial analysis, and regulatory compliance. As a Management Trainee, you will gain invaluable industry knowledge, technical skills, and client relationship expertise to excel in the competitive financial services sector. This role offers an energetic environment where your enthusiasm and dedication will drive your professional growth and contribute to delivering exceptional financial solutions to clients.

Southern California applicants only.

Duties

• Assist in developing personalized financial plans for clients by applying knowledge of estate planning, tax strategies, and investment management.
• Participate in client meetings to communicate complex financial concepts clearly and build strong relationships through effective client communication.
• Collaborate with teams on sales initiatives by understanding financial products, market trends, and industry regulations to promote suitable solutions.
• Engage in ongoing training on financial products and planning strategies

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field; advanced certifications such as CFA or CFP are a plus.
• Strong understanding of financial concepts including estate planning, securities law, tax experience, and wealth management.
• Knowledge of financial markets, investment products, banking services, and regulatory environments such as FINRA standards.
• Excellent client relationship management skills with the ability to communicate complex information clearly.

This Management Trainee position is an exceptional opportunity for motivated individuals eager to develop a broad skill set within the fast-paced world of financial services. If you thrive on challenge and are passionate about helping clients achieve their financial goals through innovative solutions and expert advice, we want to hear from you!

Accelerated Path to Management Program

The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.

You will begin by developing a client portfolio with our training program and growing client relationships and business results while receiving industry-leading training, mentorship, and development opportunities. As you progress and meet specific program requirements,¹ you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development.

What We Offer

New York Life invests in your success from day one with the following training, resources, and development opportunities:

• Industry-leading training in business development, marketing, and relationship management
• Ongoing mentorship and professional development
• A defined path into leadership and management
• The opportunity to lead, coach, and develop future financial professionals

What We Are Looking For

We are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have:

• Sales or management experience in another industry
• Experience running a business or leading a team
• An MBA or other equivalent degree
• Strong relationship-building and communication skills

If you’re looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you.

How It Works

Phase 1: Build Experience as a Financial Professional

In your first year, you’ll gain hands-on experience as a financial professional—building client relationships and developing a strong foundation in financial services.

Training & Resources

You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role, mentorship from experienced financial professionals with the track record to provide hands on experience and one-on-one coaching to refine your skills and prepare you to advance into a leadership role.

Products & Solutions

Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds, wealth management, retirement and estate planning and business solutions.

Phase 2: Transition to Associate Partner

After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program focused on leadership, recruiting, and team development. You will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities.

Compensation & Benefits

When you begin with New York Life as a financial professional, your income will be On Target Earnings.

If you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $70,304 - $150,000.

You will also be eligible for medical, dental and vision benefits, life, long-term disability and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We’re proud to be recognized by the following organizations:

• Fortune (2026): World’s Most Admired Companies
• Handshake (2026): Early Talent Award
• Seramount (2025): 100 Best Companies for Workplace Programs

The results we’ve delivered for our clients6 include:

• 5 million policyowners protected
• $1 billion in lifetime annuity income paid
• $7.8 billion in living benefits awarded (dividends not guaranteed)
• $1.2 trillion in life insurance protection in force 7
• #1 largest mutual insurer in the U.S.8

¹Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, timing of your transition to the Associate Partner role depends on openings in the Associate Partner training schedule. Training cohorts open four times per year but are subject to change. Ask your New York Life recruiter for details.

²To offer securities products, such as mutual funds, you must be a properly licensed registered representative of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and the New York Life company. A Registered Representative may pursue becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualifications and eligibility requirements include but are not limited to applicable FINRA general securities, state insurance and investment advisory licenses; compliance history; production standards; and required training. Requirements are subject to change.

(New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity)

New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply

SMRU 8965468 (Exp.4.30/2027)

Pay: $70,300.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Work Location: In person