Financial Advisor Trainee — Licensing & Growth

New York Life Insurance Co.; Pennsylvania; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Licensing support

Training program

Mentorship

Client relationships

Financial education

Career development

Job summary

New York Life Insurance Co. in Pennsylvania invites ambitious individuals to start a career in financial services, offering licensing guidance and a comprehensive training program.

You’ll build meaningful relationships with clients, learn their financial goals, and educate them on products and strategies while developing a personal practice through networking and community involvement. This entry-level pathway includes coaching from experienced mentors and opportunities for leadership growth.

Qualifications

• Motivated, goal-oriented, and entrepreneurial traits.
• Strong communicators who enjoy working with people.
• Coachable and committed to professional growth.
• Comfortable networking and building new relationships.
• Interested in developing a long-term career with New York Life.
• Able to meet licensing, registration, and background requirements.

Responsibilities

• Build meaningful relationships with individuals, families, and business owners.
• Learn about clients’ financial goals, priorities, and concerns.
• Educate clients on financial products and strategies.
• Develop recommendations based on individual client needs.
• Build your practice through networking, referrals, and community relationships.

Skills

Motivated

Goal-oriented

Entrepreneurial

Strong communicators

Coachable

Networking

Job description

New York Life Insurance Co. in Pennsylvania invites ambitious individuals to start a career in financial services, offering licensing guidance and a comprehensive training program.

You’ll build meaningful relationships with clients, learn their financial goals, and educate them on products and strategies while developing a personal practice through networking and community involvement. This entry-level pathway includes coaching from experienced mentors and opportunities for leadership growth.