Financial Planner Trainee - Career Transition

New York Life • San Antonio, TX

103d

About The Position

New York Life financial planners help clients identify and achieve their financial goals. New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of investment products and services to help investors develop a sound, long-term investment strategy. Through NYLIFE Securities registered representatives can provide a variety of competitive products and services, including access to over 12,000 mutual funds, publicly traded stocks, bonds, brokerage CDs, and money market instruments.

Requirements

• Highly motivated and entrepreneurial individuals.
• Willingness to invest time and energy into creating profitable careers.
• Possess uncompromising integrity.
• Ability to articulate and communicate complex ideas.

Responsibilities

• Help clients identify and achieve their financial goals.
• Offer a comprehensive array of investment products and services.
• Develop sound, long-term investment strategies for clients.

Benefits

• Comprehensive two-year paid training program.
• Full marketing support.
• Prospecting and technical assistance.
• Mentoring programs with established agents and managers.
• Resources and ongoing support of a Fortune 100 company.

What This Job Offers

• Career Level: Entry Level