105 Financial Management jobs in California

Our client , a leading financial institution, is looking for a highly skilled and experienced Director of Financial Risk Management to lead their risk management operations. This is a fully remote position, allowing you to contribute to critical financial strategies from wherever you are based. The successful candidate will be responsible for developing, implementing, and overseeing comprehensive risk management frameworks to identify, assess, and mitigate financial risks across the organization. This includes market risk, credit risk, operational risk, and liquidity risk. You will lead a team of risk analysts and professionals, providing guidance and expertise to ensure robust risk governance and compliance with regulatory requirements.

Key duties involve developing and refining risk models, conducting stress testing and scenario analysis, and preparing detailed risk reports for senior management and the board of directors. You will play a pivotal role in shaping the company's risk appetite and tolerance, ensuring that all business activities are conducted within acceptable risk parameters. The ideal candidate possesses a strong quantitative background, extensive knowledge of financial markets and instruments, and a deep understanding of regulatory landscapes such as Basel III, Dodd-Frank, and others relevant to financial services. Excellent leadership, communication, and strategic planning skills are essential, as is the ability to translate complex financial concepts into actionable insights for diverse audiences. This role demands a proactive approach to risk identification and mitigation, with a proven track record of successfully managing financial risks in a complex environment. You will work collaboratively with business units, compliance, and internal audit to foster a strong risk culture throughout the organization. If you are a seasoned risk professional with a passion for safeguarding financial stability and driving strategic growth through effective risk management, this remote leadership opportunity is ideal for you. Embrace the challenge of leading risk strategy in a dynamic, forward-thinking financial sector.

Our client is a leading financial institution seeking a seasoned and strategic Director of Financial Risk Management to lead their critical risk operations in San Jose, California, US . This senior leadership role requires a deep understanding of financial markets, regulatory frameworks, and quantitative risk methodologies. You will be responsible for developing, implementing, and overseeing the organization's comprehensive risk management framework, ensuring the identification, assessment, and mitigation of all significant financial risks, including market risk, credit risk, liquidity risk, and operational risk. Key responsibilities include formulating risk appetite statements, establishing risk policies and procedures, managing stress testing and scenario analysis, and reporting risk exposures to executive management and the board of directors. You will lead a team of risk professionals, fostering a culture of risk awareness and accountability throughout the organization. This role demands strong analytical skills, exceptional strategic thinking, and the ability to navigate complex financial landscapes. The ideal candidate will possess a Master's degree in Finance, Economics, or a related quantitative field, along with at least 10 years of progressive experience in financial risk management, with a significant portion in a leadership capacity within the banking or investment management sector. Certifications such as FRM or PRM are highly desirable. Proven experience in regulatory compliance (e.g., Basel III, Dodd-Frank) is essential. Excellent communication and interpersonal skills are required to effectively engage with internal stakeholders, regulators, and external partners. This is a unique opportunity to shape the risk strategy of a prominent financial firm and drive sustainable growth.

Our client is seeking a strategic and experienced Director of Financial Risk Management to lead their risk assessment and mitigation efforts in San Jose, California, US . This critical in-office position will be responsible for developing and implementing comprehensive risk management frameworks, policies, and procedures across the organization. You will oversee the identification, analysis, and evaluation of financial risks, including market risk, credit risk, operational risk, and liquidity risk. The ideal candidate will possess a deep understanding of financial markets, banking regulations, and quantitative risk modeling techniques. Responsibilities include managing a team of risk analysts, conducting stress testing and scenario analysis, and reporting risk exposures to senior management and the board of directors. You will also be responsible for ensuring the company's compliance with regulatory requirements and industry best practices. A strong analytical background, excellent communication skills, and a proven ability to influence stakeholders at all levels are essential. A Bachelor's or Master's degree in Finance, Economics, Statistics, or a related field, along with a minimum of 10 years of experience in financial risk management, is required. Professional certifications such as FRM or CFA are highly advantageous. The successful candidate will be a proactive leader, adept at identifying emerging risks and developing effective strategies to manage them. This is an exceptional opportunity to take ownership of the risk management function within a leading financial institution and contribute significantly to its stability and success. The role requires a meticulous approach to data analysis and a strong understanding of financial instruments. You will be a key advisor on financial stability and strategic decision-making.

Our client is seeking a strategic and experienced Director of Financial Risk Management to lead their enterprise-wide risk framework. This senior leadership role is based in the heart of Silicon Valley, **San Jose, California, US**. The Director will be responsible for identifying, assessing, and mitigating financial risks across the organization, including market risk, credit risk, liquidity risk, and operational risk. You will develop and implement robust risk management policies, procedures, and controls, ensuring compliance with regulatory requirements and industry best practices. This position requires a strong understanding of financial markets, complex financial instruments, and sophisticated risk modeling techniques.

Key Responsibilities:

• Develop, implement, and maintain the company's comprehensive financial risk management framework.
• Oversee the identification, measurement, and monitoring of key financial risks.
• Design and implement risk mitigation strategies and contingency plans.
• Ensure compliance with relevant financial regulations (e.g., Dodd-Frank, Basel III) and internal policies.
• Lead and mentor a team of risk analysts and managers.
• Develop and present risk reports to the executive management team and the Board of Directors.
• Conduct stress testing and scenario analysis to assess the impact of adverse market conditions.
• Collaborate with various departments to embed risk management principles into business operations.
• Evaluate and implement risk management technologies and systems.
• Stay informed about emerging risks and industry trends.

The ideal candidate will possess an advanced degree (MBA, Master's in Finance, Economics, or a related quantitative field) and at least 12 years of progressive experience in financial risk management, with a significant portion in a leadership capacity within the banking or investment management sector. Professional certifications such as FRM or CFA are highly desirable. Exceptional analytical, strategic thinking, and leadership skills are required, along with the ability to communicate complex risk concepts effectively to diverse audiences. This hybrid role offers a blend of in-office collaboration in **San Jose, California, US** and remote flexibility.

Investor Relations Director, CBRE Investment Management
Job ID

Posted
06-Oct-2025
Service line
REI Segment
Role type
Full-time
Areas of Interest
Investment Management
Location(s)
Los Angeles - California - United States of America, New York City - New York - United States of America
**About CBRE Investment Management**
CBRE Investment Management is a leading global real assets investment management firm with $149.1 billion in assets under management* as of March 31, 2025, operating in 20 countries around the world. Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, people and communities thrive.
CBRE Investment Management is an independently operated affiliate of CBRE Group, Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE Investment Management harnesses CBRE's data and market insights, investment sourcing and other resources for the benefit of its clients. For more information, please visit the role**
Reporting directly to the Head of Client Care, the **Client Care Director** willbe responsible for client service and capital raising support on behalf of CBRE IM's flagship US enhanced return fund series, in addition to project managing the launch of the latest vintage.
The Client Care group (CCG, also known as Client Relations or Investor Relations in other firms) centralizes investor communications under one 'front line' department acting as a center of excellence and the first port of call for investors. Each team works on a group of funds/mandates working alongside the portfolio teams and the client solutions teams in executing strategy, delivering on promises to investors, and supporting fund growth. A key focus will be the facilitation and implementation of the Client Care initiative across the Americas platform.
Additionally, the Client Care group is responsible for communications to investors, providing a centralized workflow to fund teams, capital raising teams, collaborating with Legal counsel/fund administrators/fund operations on fund documents, and client on-boarding, partnering with teams across the organization for internal/external requests, in addition to special projects with the wider global CCG and other business lines.
**What you will do**
· Serve as a Product Champion, senior point person, dedicated to the US enhanced return fund series but with the flexibility to support other products as needed.
· Product team lead with responsibility for supervision of assignments/priorities, technical guidance, review of work, coaching, training, developing, delegating and mentoring junior team members.
· Expected to contribute ideas to the development of strategy for the capital raise efforts.
· Recognized as an expert within the client support and capital raise area.
· Interprets internal or external business issues and recommends solutions/best practices.
· Work independently, with guidance in only the most complex situations but across functional areas to solve complex problems that have a broad impact on the business.
· Project manage the fund launch and campaign for the latest fund vintage end-to-end, manage stakeholders, deliverables and milestones, lead project team calls, set up a project plan and master file, implement processes for running a streamlined campaign.
· Serve as the primary contact for the Fund teams in delivering information to investors.
· Serve as the liaison for all Client Solutions officers and existing investors, possessing in-depth knowledge of the products.
· Confidently manage stakeholder relationships.
· Manage daily workflow with responsibility for setting personal and departmental deadlines.
· Deliver product updates to the Client Solutions team and coordinate/create marketing materials and plans with Client Solutions product captains and other internal teams.
· Facilitate, coordinate, complete, support, review and sign-off on RFP/RFI/DDQ/investor ad hoc request responses.
· Create content, prepare materials, review and sign-off of on the preparation and execution of due diligence and investor meetings.
· Execute proposed marketing activities, such as presentations and roadshow coordination.
· Prepare, review and sign-off on quarterly marketing materials updates, creation/distribution of investor communication, standard and bespoke reporting, quarterly questionnaires and consultant databases, day-to-day queries, ad hoc communication and fund materials.
· Lead the organization of webcasts, quarterly/annual meetings and advisory boards, including coordination and sign-off of associated materials.
· Review and sign-off on work of junior team members.
· Drive documents, data, and systems management: facilitate and implement efficiencies, ensuring quality and integrity of data.
· Drive Salesforce platform management: dashboards, content, tracking, closings & pipeline and contact. Ensure Client Solutions and Fund expectations are aligned.
· Oversee the management of information uploaded and distributed through the client portal.
· Collaborate with wider global CCG to enhance the service provision; ensure strong messaging, consistency, best practice, and roll-out of new initiatives.
**What you will need**
+ Willing to work in downtown LA or New York City office a minimum of 4 days a week
+ Bachelor's degree in real estate, business, or finance.
+ Minimum of 8+ years of experience in a related role in the real estate industry.
+ Proven experience managing junior team members.
+ Experience working in a matrix structure.
+ Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm.
+ Prior experience working in value-add, closed-end real estate strategies.
+ Prior experience working with Institutional Investors.
+ Prior experience working with an investment team.
+ Strong IT skills (Word, Excel, PowerPoint).
+ Experience with Salesforce and Juniper Square preferred.
+ Strong presentation and communication skills, both verbal and written
+ MBA, CFA or CAIA credentials is a plus.
+ VBA, Python and automation experience is a plus.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
#INDSJ
#CBREIM
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at .
CBRE Investment Management carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for this position is $70,000 annually and the maximum salary for the position is 180,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates may also be eligible for a discretionary bonus based on CBRE IM's applicable benefit program.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

Our client is seeking a highly skilled and motivated Senior Financial Analyst to join their dynamic team. This is a fully remote position, offering flexibility and the opportunity to work from anywhere in the United States. The successful candidate will play a crucial role in supporting the financial health and strategic decision-making processes of the organization, with a specific focus on risk management. You will be responsible for developing, implementing, and maintaining financial models that assess and mitigate potential risks across various business units. This includes analyzing market trends, economic indicators, and operational data to identify areas of exposure and recommend appropriate hedging strategies. Your insights will be vital in safeguarding the company's assets and ensuring compliance with regulatory requirements.

Key responsibilities will involve performing in-depth financial analysis, forecasting, and budgeting. You will prepare detailed financial reports and presentations for senior management, highlighting key performance indicators, variances, and potential risks. Collaboration with cross-functional teams, including treasury, compliance, and operations, will be essential to gather data and implement financial strategies. You will also be involved in the evaluation of new financial products and services, assessing their associated risks and potential impact on the company's financial stability. The ideal candidate will possess strong quantitative skills, a deep understanding of financial markets, and proven experience in risk assessment and mitigation. Proficiency in financial modeling software and data analysis tools is a must. We are looking for a proactive individual with excellent communication skills, capable of explaining complex financial concepts to both financial and non-financial stakeholders. Join our growing team and contribute to a secure and prosperous future for our organization. The role requires a Bachelor's degree in Finance, Economics, Accounting, or a related field. Advanced degrees or certifications such as CFA or FRM are a plus. If you are a seasoned financial professional passionate about risk management and looking for a challenging remote opportunity, we encourage you to apply. This position offers a competitive salary, comprehensive benefits package, and the chance to make a significant impact. Be part of a forward-thinking company that values innovation and employee growth, all while working from the comfort of your own home. The ideal candidate resides in San Diego, California, US , or within a commutable distance should occasional in-person meetings be required, though the role is primarily remote.

**Alternate Locations:** Work from Home; Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74911
**The Role at a Glance**
We are seeking an AVP & Actuary, Risk Management to join the Financial Risk oversight team, which is a part of the broader Enterprise Risk Management (ERM) function in the Office of the CRO. This team is focused on setting the parameters of risk management as they relate to the various financial risks, such as reinsurance and liquidity. This is a relatively new, dedicated oversight role at Lincoln, as ERM continues to grow! This position will play a pivotal role in building out the Reinsurance oversight function and partnering to support the liquidity risk oversight function that intersects multiple teams across the enterprise, spanning Lincoln's product suite.
You will work closely with risk managers to monitor risk exposures, assess risk mitigation strategies, and ensure compliance with regulatory requirements. The ideal candidate will have strong quantitative skills, experience with reinsurance and financial instruments, and a deep understanding of risk management practices.
**What you'll be doing**
-Build out independent reinsurance risk reporting that captures risk profiles, monitors performance, various triggers, etc.
-Support the development of liquidity risk frameworks through partnerships across the organization and thought leadership and expertise in risk management practices.
-Evaluate and monitor risks associated with strategic initiatives and existing infrastructure, including captives, affiliate transactions, and financial engineering solutions.
-Partner with reinsurance, finance, and business unit teams to ensure the implementation and effectiveness of risk management systems, tools, and models
-Collaborate with first line partners to design and continuously improve the risk appetite framework, including setting risk limits, thresholds, and reporting procedures
-Work with front-office teams to understand strategic initiatives, financial risks, and trading strategies, ensuring that risks are appropriately managed
-Provide effective challenge to strategic and tactical decisions
-Maintaining knowledge on current and emerging developments/trends in areas of specialization, assessing potential impacts and risks to Lincoln, and providing insights to management.
-Provide thought leadership on improvements to technological and operational efficiencies
**What we're looking for**
**_Education_**
-Bachelor's degree in Finance, Mathematics, Actuarial Science, or a related field.
-Master's degree or relevant professional certifications (e.g., CFA, FRM, FSA, CQF) is a plus.
-Fellow of the Society of Actuaries (FSA), or Career ASA with additional years of experience.
**_Experience_**
-8+ years of experience in market risk management, financial analysis, or a related field, preferably within the financial services or investment banking industry. Experience working in a second line market risk oversight role is a plus.
-8+ years of actuarial experience.
-Solid understanding of reinsurance structures including but not limited to captives and offshore entities.
-Excellent quantitative and analytical skills with the ability to translate complex data into actionable insights.
-Strong written and verbal communication skills, with the ability to present complex risk information to senior stakeholders.
-High level of attention to detail, with the ability to identify and assess risks accurately and promptly.
-Strong programming skills (Python, VBA, SQL, etc.)
-Working knowledge of visualization software such as Tableau, PowerBI, etc.
-Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
-Knowledge of insurance capital structures is a plus.
-Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures.
-Ability to work collaboratively in cross-functional teams and manage multiple priorities.
**Application Deadline**
Applications for this position will be accepted through November 1st, 2025 subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $125,800 - $229,100 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
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Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

Our client, a prominent investment firm, is seeking an experienced Senior Financial Analyst to join their dynamic team in a fully remote capacity. This role is critical for providing in-depth financial analysis, strategic insights, and robust reporting to support investment decisions and portfolio management. You will be responsible for conducting complex financial modeling, valuation, market research, and performance analysis for a diverse range of assets. The ideal candidate will possess a strong understanding of financial markets, excellent analytical and quantitative skills, and the ability to communicate complex financial information clearly and concisely. Responsibilities include developing and maintaining sophisticated financial models to forecast performance, analyze investment opportunities, and assess risk; conducting thorough due diligence on potential investments, including market analysis, competitive landscape assessment, and financial statement analysis; preparing comprehensive investment memos, valuation reports, and presentations for senior management and investment committees; monitoring and analyzing the performance of existing investment portfolios, identifying trends, and recommending adjustments; staying current with market trends, economic conditions, and regulatory changes affecting the financial industry; collaborating with portfolio managers and other stakeholders to develop and implement investment strategies; ensuring compliance with all relevant financial regulations and internal policies; and contributing to the development of new analytical tools and methodologies. This position requires a highly motivated individual who can work independently, manage multiple complex projects simultaneously, and contribute significantly to the firm's success from anywhere within the US. The financial operations this role supports are based out of Los Angeles, California, US .

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; MBA or CFA designation is highly preferred.
• 5+ years of progressive experience in financial analysis, investment banking, corporate finance, or portfolio management.
• Proven expertise in financial modeling, valuation techniques (e.g., DCF, comparable company analysis), and statistical analysis.
• Strong understanding of financial markets, investment strategies, and risk management principles.
• Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Excel).
• Excellent analytical, quantitative, and problem-solving skills.
• Exceptional written and verbal communication skills, with the ability to present complex financial information clearly.
• Ability to work independently, manage priorities, and meet tight deadlines in a remote environment.
• High level of attention to detail and accuracy.
• Experience with regulatory compliance in the financial sector is a plus.

Job Description

Job Description

Do you have management experience and looking to find your forever career? Have you owned your own small business? New York Life’s Fast Track to Management Program is designed for driven professionals who want to build a career in financial services and quickly grow into leadership.

We'll train you to become a Financial Professional, gaining firsthand experience serving clients and developing expertise in sales, marketing, and financial strategies. After your first year, qualified candidates transition into a six-month intensive management training program, preparing you to recruit, coach, and lead your own team of Financial Professionals. Unlimited career growth.

With paid training, full benefits, and the strength of a Fortune 100 company behind you, this is your opportunity to make an impact on families and businesses in your community — while building a long-term career with high income potential. There are no commission caps.

This is a full-time, hybrid or remote opportunity.

Compensation:

$150,000+ at plan commission

Responsibilities:

What we’re looking for.

Candidates must reside in Northern California. This is a full-time opportunity.

• Begin as a Financial Professional to gain firsthand experience in client relationships, business development, and financial solutions.
• Learn to provide guidance on retirement planning, investments, and protection strategies.
• Complete required licensing and training to prepare for leadership. We pay for license training and FINRA exams.
• After your first year, transition into a paid six-month intensive management training program.
• Recruit, coach, and develop a team of financial professionals.

Qualifications:

• Prior sales, business ownership, or management experience preferred.
• Bachelor's Degree or advanced degree a plus, but not required.
• Strong leadership, communication, and coaching skills.
• Commitment to professional and personal growth.
• Ability to pass state insurance licensing and FINRA registrations (training and support provided).
• Must reside in Northern California.

About Company

About New York Life Insurance & Investments

For over 180 years, New York Life has been helping families and businesses protect their financial futures. As a Fortune 100 mutual company , we’re accountable to our policyholders — not Wall Street — which means our focus is always on doing what’s right for clients.

Our mission is simple: to provide financial security and peace of mind through trusted guidance, innovative solutions, and long-term strength.

We’re proud of our values: integrity, humanity, and commitment to excellence. We invest in our people with paid training, mentorship, and career development so you can build a meaningful career while making a lasting impact in your community.