Financial Advisor Trainee: Licensing & Mentorship

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

Benefits offered by this job

Licensing support

Training & development

Mentorship from seasoned pros

Client relationship development

Financial product education

Long-term career development

Job summary

New York Life is seeking motivated professionals without industry experience or licenses to develop knowledge, skills, and credentials for a career in financial services. The company provides licensing support, comprehensive training, mentorship, and opportunities to grow in client relationship management and financial planning.

Ideal candidates are motivated, coachable professionals who enjoy networking and building new relationships, with a view toward a long-term career in financial services.

Qualifications

• No industry experience required
• Motivated, goal-oriented and entrepreneurial
• Coachable and committed to professional growth
• Comfortable networking and building new relationships

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

Job description

New York Life is seeking motivated professionals without industry experience or licenses to develop knowledge, skills, and credentials for a career in financial services. The company provides licensing support, comprehensive training, mentorship, and opportunities to grow in client relationship management and financial planning.

Ideal candidates are motivated, coachable professionals who enjoy networking and building new relationships, with a view toward a long-term career in financial services.