Financial Planner Trainee - Career Transition

New York Life • San Antonio, TX

1d • Remote

About The Position

Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.

Requirements

• Self-motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable and open to feedback
• Interested in long-term learning and growth, not just a short-term role

Responsibilities

• Develop your own client base through networking, referrals, and community involvement
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products
• Grow your knowledge and skills through ongoing training and real-world experience

Benefits

• medical
• dental
• life
• long-term disability coverages
• 401(k)
• pension
• training subsidy available for eligible candidates during early stages
• prepaid tuition for eligible, participating agents pursuing approved credentials

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed