Retirement Planning Advisor – Licenses & Training Covered

Energy Jobline ZR; Fayetteville (AR); On-site; USD 90,000 - 140,000; Full time

Job summary

New York Life, a Fortune 100 company, seeks individuals to become professional retirement planners. You’ll be trained in marketing, CRM and communication, with a development team and sales support to guide your success.

The program focuses on wealth planning for individuals, families and small businesses. You’ll work toward licensing and professional designations, supported by New York Life’s training resources and subsidized coursework, while building a meaningful career in financial planning

Qualifications

• Interest in helping clients with retirement planning.
• Ability to pursue licensing and professional designations through company programs.

Responsibilities

• Participate in the Retirement Planning Practice Model training.
• Obtain licenses and designations at company expense.
• Provide financial guidance and wealth-management education to clients.

Job description

New York Life, a Fortune 100 company, seeks individuals to become professional retirement planners. You’ll be trained in marketing, CRM and communication, with a development team and sales support to guide your success.

The program focuses on wealth planning for individuals, families and small businesses. You’ll work toward licensing and professional designations, supported by New York Life’s training resources and subsidized coursework, while building a meaningful career in financial planning