Financial Planner Trainee - Career Transition

New York Life

San Antonio, TX

JOB DETAILS
SKILLS
Annuities, Bond Market, Brokerage, Communication Skills, Customer Support/Service, Develop and Maintain Customers, Entrepreneurship, Fast Food, Finance, Financial Management, Financial Planning, Investment Services, Investment Strategy, Mentoring, Mutual Funds, Securities, Trading/Stockbroking
LOCATION
San Antonio, TX
POSTED
26 days ago

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”.

About the Company

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New York Life

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s (Aaa), and Fitch (AAA).  For 64 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the “50 Best Companies to Launch a Career” by BusinessWeek, one of “America’s Best Large Employers” by Forbes and one of the “World’s Most Admired Companies” by Fortune. For the fourth consecutive year, our Boston General Office was recognized as one of the “TOP PLACES TO WORK” by the Boston Globe.

Mission Statement and Values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. That’s why New York Life is The Company You Keep.

COMPANY SIZE
10,000 employees or more
INDUSTRY
Financial Services
EMPLOYEE BENEFITS
Parking, Performance Bonus, Professional Development, 401K, Employee Referral Program, Employee Events, Retirement / Pension Plans, Tuition Reimbursement, Work From Home, Life Insurance, On Site Cafeteria
FOUNDED
1845
WEBSITE
http://newyorklife.com