New York Life's Fast Track to Management Program is a premier career acceleration opportunity for high-achieving individuals with leadership aspirations. This program is designed to fast-track qualified candidates into a leadership role as an Associate Partner within 9-12 months. Candidates begin their journey as Financial Advisors, developing expertise in client relationship management, financial strategy, and sales. As milestones are met, qualified participants enter a six-month Associate Partner training track to prepare for management responsibilities. Compensation and Benefits Highlights: • First-Year Earnings Potential: $45,000 to $130,000+ • Performance Bonuses: Up to $5,000 for successful completion of FINRA licensing exams within the first year • Full Benefits: Medical, dental, vision, life, and disability insurance • Retirement Plans: 401(k) with match and a company-funded pension • Professional Development: Tuition reimbursement for select certifications and designations Responsibilities: • Lead and mentor a team of financial advisors, fostering a collaborative and growth-oriented environment. • Develop and implement strategic plans to achieve sales targets and expand client portfolios. • Cultivate strong client relationships by providing personalized financial advice and solutions. • Oversee the recruitment and onboarding of new advisors, ensuring alignment with company values and goals. • Conduct regular performance evaluations, offering constructive feedback and career development guidance. • Coordinate training sessions and workshops to enhance team skills and industry knowledge. • Analyze market trends to identify new business opportunities and drive innovation within the team. Qualifications: • Experience in leading and mentoring teams, with a focus on fostering a collaborative and growth-oriented environment. • Ability to develop and implement strategic plans that achieve sales targets and expand client portfolios. • Proven track record of cultivating strong client relationships through personalized financial advice and solutions. • Experience in recruiting and onboarding new team members, ensuring alignment with company values and goals. • Ability to conduct regular performance evaluations, offering constructive feedback and career development guidance. • Experience in coordinating training sessions and workshops to enhance team skills and industry knowledge. • Strong analytical skills to identify market trends and drive innovation within the team. Compensation: $110,000 - $175,000 yearly

• Lead and mentor a team of financial advisors, fostering a collaborative and growth-oriented environment. • Develop and implement strategic plans to achieve sales targets and expand client portfolios. • Cultivate strong client relationships by providing personalized financial advice and solutions. • Oversee the recruitment and onboarding of new advisors, ensuring alignment with company values and goals. • Conduct regular performance evaluations, offering constructive feedback and career development guidance. • Coordinate training sessions and workshops to enhance team skills and industry knowledge. • Analyze market trends to identify new business opportunities and drive innovation within the team.