Financial Planner Trainee - Career Transition

New York Life; San Antonio (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

New York Life cherche des planificateurs financiers pour aider les clients à réaliser leurs objectifs financiers. Le poste comprend une formation complète de deux ans et un soutien marketing, permettant d'exploiter son propre cabinet tout en disposant de l'appui d'une grande entreprise. Les candidats doivent être motivés et dotés d'une grande intégrité.

Qualifications

• Motivé et enclin à investir du temps et de l'énergie.
• Capacité à communiquer des idées complexes clairement.

Skills

Integrity

Communication

Entrepreneurial mindset

Job description

Career Description: 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.

Training and Professional Development: New York Life offers a comprehensive two-year paid training program , full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support of a Fortune 100 company, with the freedom and autonomy of running your own practice.

You will be in business for yourself - but never by yourself.

Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to articulate and communicate complex ideas.

Facts about New York Life: New York Life is among the strongest and most respected financial companies in America today. For 69 consecutive years, New York Life has led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings from each of the four major rating companies: A.M. Best, Standard & Poor's, Moody's, and Fitch. BusinessWeek recognized New York Life as one of the “50 best companies to launch a career”. Fortune Magazine recognized New York Life as one of “America's Most Admired Companies”.