Talent.com
Financial Professional - Experienced
Financial Professional - ExperiencedNYL Norcal - Grant Group • Santa Rosa, CA, United States
[error_messages.no_longer_accepting]
Financial Professional - Experienced

Financial Professional - Experienced

NYL Norcal - Grant Group • Santa Rosa, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description

Thinking About Leaving the Wirehouse? Ready to expand to more holistic financial guidance?

Build an Independent-Style Advisory Practice with Fortune-100 Strength Behind You. Experienced Financial Advisor - Northern California

If you're a wirehouse advisor considering a change in 2026, you may be looking for more freedom, less bureaucracy, a broader planning platform, and a place where clients-not quotas-come first.

New York Life offers a unique alternative : The independence and flexibility of an RIA-like environment, backed by the financial strength of the largest mutual life insurance company in the U.S.

No shareholders. No quarterly pressure.

Just support, stability, and the ability to build your practice your way.

Why Wirehouse Advisors Choose Us :

  • A deeper planning platform and broader product shelf
  • Full access to advisory and brokerage platforms
  • True ownership feel, without going fully independent
  • Flexible schedule - hybrid / remote
  • Freedom to market under your own DBA
  • No product quotas

If your commitment is to clients-not corporate targets-this is your kind of platform.

Your Advisory Platform :

Eagle Strategies LLC - Fee-Based Wealth Advisory

A Registered Investment Adviser providing tools for :

  • Unified managed accounts
  • Model-based portfolios
  • Financial planning fees
  • Advanced planning strategies
  • Comprehensive financial planning

    • NYLIFE Securities LLC

    Brokerage capabilities, investment solutions, and planning tools designed to serve :

  • HNW and emerging affluent clients
  • Retirement income and rollover planning
  • Tax-sensitive investment strategies

    • Advanced Planning Group

    A national team of estate, business, and complex-case attorneys & specialists to help you attract and serve HNW clients and business owner clients.

    Business Solutions & Workplace Planning

    Support for workplace benefits, business succession planning, group benefits, and non-proprietary product access, such as group health insurance.

    Build Your Practice Your Way

    You choose :

  • Hybrid / remote or office-based
  • Whether to market under your own DBA
  • The ideal client niche you want to build around
  • Whether to scale your business individually or build a larger practice

    • A Culture That Feels Like a Breath of Fresh Air

    Advisors consistently tell us they value :

  • Client-first environment (mutual company structure). New York Life answers to policyholders-not shareholders.
  • No one in leadership ever competes for clients. You're not fighting internal politics or manager books.
  • Collegial, supportive advisor community. Study groups, mentorship, and advisor-centric learning paths.
  • Strong DEI and award-winning development culture, including national recognition for training and workplace equity.

    • Earning Potential & Benefits

    This is a commission-based, high-earning-potential environment-without grid penalties.

  • Benefits include : medical, dental, vision, 401(k), and company pension
  • Production-driven expense allowance
  • Tuition Reimbursement to The American College of Financial Planning to earn a designation such as ChFC, CFP, WMCP (must meet minimal production requirements)

    • Your comp isn't reduced due to changes in household count or annual grid shifts.

    Ideal for Advisors Who Are :

  • Series 6 / 63 or Series 7 & 66 or 65 licensed
  • Tired of wirehouse or grid compression and household count
  • Wanting more control over client experience & branding
  • Interested in expanding planning and fee-based offerings
  • Seeking a stable, high-strength institution with a client-first approach
  • Seeking a more flexible schedule

    • Ready to Explore Your Options Confidentially?

    If you're thinking about a move-or simply curious what life looks like outside your current environment-let's talk.

    Your 2026 career transformation starts here.

    Responsibilities

  • Provide investment guidance and holistic financial planning.
  • Develop customized wealth, retirement, and estate strategies.
  • Conduct client assessments to identify goals and planning needs.
  • Use advisory resources for advanced and complex planning cases.
  • Build and maintain long-term client relationships.
  • Maintain required licenses and stay current on industry developments.

    • Qualifications

    FINRA Licenses (e.g., Series 6, 7, 63, 66, 65 )

    Helpful but not required :

    State Insurance License - Life Insurance, or Life, Accident and Sickness License

  • Purpose : Enables the advisor to offer life insurance, annuities, and other insurance products, which are core offerings at New York Life.

    • If you currently do not hold the licenses, we will help you obtain them.

    Candidates must reside in the North Bay area, preferably Marin County, Sonoma, Napa, Mendocino, Lake County, and Solano County.

    [job_alerts.create_a_job]

    Financial Professional • Santa Rosa, CA, United States

    [internal_linking.similar_jobs]
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    Prime HealthCare Staffing • San Rafael, CA, US
    [job_card.full_time]
    Prime HealthCare Staffing is seeking a travel Outpatient Physical Therapist for a travel job in San Rafael, California.Job Description & Requirements. Prime HealthCare Staffing, a national healt...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    Jackson Therapy Partners • San Rafael, CA, US
    [job_card.full_time] +1
    Jackson Therapy Partners is seeking a travel Outpatient Physical Therapist for a travel job in San Rafael, California.Job Description & Requirements. Looking for a change of scenery and a chance...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Hair Stylist - Lakewood Shopping Center

    Licensed Hair Stylist - Lakewood Shopping Center

    Great Clips • WINDSOR, California, United States
    [job_card.full_time] +1
    Join a locally owned Great Clips® salon, the world's largest salon brand, and be one of the GREATS! Whether you're new to the industry or have years behind the chair…great opportunities await!!.Ave...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist

    Travel Physical Therapist

    Fusion Medical Staffing-Therapy • San Rafael, CA, US
    [job_card.full_time]
    Fusion Medical Staffing-Therapy is seeking a travel Physical Therapist for a travel job in San Rafael, California.Job Description & Requirements. Travel Physical Therapist (PT).Facility in San R...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $2,271 to $2,489 per week in Calistoga, CA

    Travel Physical Therapist (PT) - $2,271 to $2,489 per week in Calistoga, CA

    AlliedTravelCareers • CALISTOGA, CA, US
    [job_card.full_time]
    AlliedTravelCareers is working with AMN Healthcare Allied to find a qualified Physical Therapist (PT) in CALISTOGA, California, 94515!. Job Description & Requirements.Physical Therapist - Outpat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Adult Psychiatrist Opportunity in San Rafael, CA

    Adult Psychiatrist Opportunity in San Rafael, CA

    HealthEcareers - Client • San Rafael, CA, USA
    [job_card.full_time]
    The Permanente Medical Group, Inc.Northern and Central California and an 80-year tradition of providing quality medical care. TPMG is recruiting for an Adult Psychiatrist to fill an opportunity in S...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Experienced Tax Professional

    Experienced Tax Professional

    H&R Block, Inc. • Hidden Valley Lake, CA, United States
    [job_card.full_time]
    Our Company At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $2,864 per week in San Rafael, CA

    Travel Physical Therapist (PT) - $2,864 per week in San Rafael, CA

    Medical Solutions • San Rafael, CA, US
    [job_card.full_time]
    A facility in San Rafael, CA is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationwi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $2,271 to $2,489 per week in Calistoga, CA

    Travel Physical Therapist (PT) - $2,271 to $2,489 per week in Calistoga, CA

    AlliedTravelNetwork • CALISTOGA, CA, US
    [job_card.full_time]
    AlliedTravelNetwork is working with AMN Healthcare Allied to find a qualified Physical Therapist (PT) in CALISTOGA, California, 94515!. Job Description & Requirements.Physical Therapist - Outpat...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $2,710 per week in Novato, CA

    Travel Physical Therapist (PT) - $2,710 per week in Novato, CA

    Core Medical Group • Novato, CA, US
    [job_card.full_time]
    Physical Therapist needed for a location in Marin County, CA.CoreMedical Group has hundreds of exciting and rewarding travel assignments throughout the country for Travel Allied Professionals and T...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Chief Financial Officer

    Chief Financial Officer

    Marin City Health and Wellness Center • San Rafael, CA, US
    [job_card.full_time]
    The Chief Financial Officer (CFO) will oversee all fiscal operations of Marin City Health and Wellness Center (MCHWC) to realize MCHWCs mission of innovative wraparound health services and African ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Professional Experienced

    Financial Professional Experienced

    NYL Norcal - Grant Group • Santa Rosa, CA, United States
    [job_card.full_time]
    Thinking About Leaving the Wirehouse? Build an Independent-Style Advisory Practice with Fortune-100 Strength Behind You Experienced Financial Advisor – Northern California If you’re a wirehouse adv...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Gopuff Delivery Driver Partner - No Riders, No Restaurants

    Gopuff Delivery Driver Partner - No Riders, No Restaurants

    GoPuff • Calistoga, CA, US
    [job_card.part_time] +1
    Deliver with Gopuff and get paid to deliver what your neighbors need from a Gopuff facility near you! With one centralized pickup location and smaller delivery zones, Gopuff makes earning effortles...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    Aequor Allied • San Rafael, CA, US
    [job_card.full_time]
    Aequor Allied is seeking a travel Outpatient Physical Therapist for a travel job in San Rafael-D Street, California.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 h...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in San Rafael, CA

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in San Rafael, CA

    CompHealth • San Rafael, CA, US
    [job_card.full_time]
    CompHealth exists to make the locums process easier.Not only will we search for jobs that fit your interests, we'll be here to handle all the details like credentialing, housing, travel arrangement...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist

    Travel Physical Therapist

    CompHealth Inc. • Santa Rosa, CA, US
    [job_card.permanent]
    Physical Therapist for a travel job in Santa Rosa, California.Job Description & Requirements.When it comes to finding the perfect locums assignment, sometimes it is all about who you know.CompH...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mental Health Professional

    Mental Health Professional

    Wellpath • Santa Rosa, CA, US
    [job_card.full_time]
    The Mental Health Professional provides clinical services to individuals under the supervision of the Mental Health Coordinator, Clinical Supervisor or Mental Health Director.They conduct assessmen...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist

    Travel Physical Therapist

    Triage Staffing • San Rafael, CA, US
    [job_card.full_time]
    Triage Staffing is seeking a travel Physical Therapist for a travel job in San Rafael, California.Job Description & Requirements. Travel Rehab : Physical Therapy San Rafael.Location : &...[show_more]
    [last_updated.last_updated_30] • [promoted]