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Financial Professional Associate Jobs in Callahan, FL

Additionally, the associate will research and resolve transactional breaks that result in ... Positive and professional attitude in a team oriented fast paced work environment * Strong ...

Sales Professional

Jacksonville, FL · On-site

$70K - $100K/yr

... professionals, flight attendants and anyone else in a service role. We provide our ... associates with the tools they need to be successful, including the best advertising, financing ...

Sales Professional

Jacksonville, FL · On-site

$70K - $100K/yr

... professionals, flight attendants and anyone else in a service role. We provide our ... associates with the tools they need to be successful, including the best advertising, financing ...

Sales Professional

Jacksonville, FL · On-site

$70K - $100K/yr

... professionals, flight attendants and anyone else in a service role. We provide our ... associates with the tools they need to be successful, including the best advertising, financing ...

Sales Professional

Jacksonville, FL · On-site

$70K - $100K/yr

... professionals, flight attendants and anyone else in a service role. We provide our ... associates with the tools they need to be successful, including the best advertising, financing ...

Sales Professional

Jacksonville, FL · On-site

$70K - $100K/yr

... professionals, flight attendants and anyone else in a service role. We provide our ... associates with the tools they need to be successful, including the best advertising, financing ...

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Showing results 1-20

Financial Professional Associate information

See Callahan, FL salary details

$39.5K

$77.6K

$120.2K

How much do financial professional associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial professional associate in Callahan, FL is $77,621.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,800.00 and $106,500.00 per year, depending on experience, location, and employer.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What are the key skills and qualifications needed to thrive as a financial professional associate?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

What is the difference between Financial Professional Associate vs Financial Advisor?

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What cities near Callahan, FL are hiring for Financial Professional Associate jobs?

Cities near Callahan, FL with the most Financial Professional Associate job openings:

Infographic showing various Financial Professional Associate job openings in Callahan, FL as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $77,621 per year, or $37.3 per hour.

Fast Track To Insurance Sales Manager

Jacksonville, FL • On-site

$75K/yr

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner.
In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager.
Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities.
About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry.
*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.
1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18
2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
3- Based on Fortune Magazine ‘World’s Most Admired Companies’ 2019 ranking: https://fortune.com/worlds-most-admired-companies/ To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Our extensive resources include:
-Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
- Three highly-skilled teams that provide advanced markets support:
- Our Advanced Planning Group
- Eagle Strategies for qualifying agents who are also Registered Representatives
- The Nautilus Group for qualifying agents who pay a monthly subscription fee
- A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs.

Compensation:

$75,000 At Plan Earnings


Responsibilities:
  • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
  • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager
  • Hire and lead your own group of financial professionals while serving as an associate partner
  • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more
  • Become an associate partner on the management team after successfully completing all program requirements

Your First Year

You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite.

Training & Resources

You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Product Solutions

You will learn about our robust products and services that can help clients and their families achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. 

Your Transition to a Field Manager Role

After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.


Qualifications:
  • Some sales experience needed
  • Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus
  • Experience in the financial services industry and/or insurance industry is required
  • Knowledge of cultural markets a plus
  • Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions:

  • Do you have sales or managerial experience in another industry?
  • Have you previously run a business?
  • Do you have an MBA or other equivalent degree?
  • In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, build client relationships, and meet specific requirements before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to succeed.

About Company

As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 170 years of industry success.

We offer:

  • Hybrid Opportunity
  • Health/vision/dental
  • 401(k) matching
  • Outstanding company culture
  • Training/education

Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • #67 on Fortune 100 in 2021
  • A leading company with many agents qualifying for MDRT2 each year
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).

2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.

New York Life Insurance Company is an EOE M/F/Veteran/Disability/Sexual Orientation