Financial Advisor Trainee jobs in United States
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New York Life Insurance Company · 1 day ago

Financial Advisor Trainee

New York Life Insurance Company is seeking motivated individuals to launch their careers as Financial Advisors. The role involves building client relationships, developing business and marketing plans, and providing financial solutions to clients' needs.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Build relationships with clients beyond a financial/transnational basis
Develop your professional skills and sales knowledge
Develop and implement business and marketing plans
Prospect for potential clients
Schedule appointments and meet with clients
Discuss financial concerns and needs of individuals
Present potential solutions using our world class suite of products and services
Provide ongoing support to existing clients

Qualification

Sales experienceLeadership skillsCommunication skillsTime managementOrganizational skillsTeamworkNetworking abilitiesFinancial industry backgroundBilingual English/SpanishRelationship buildingSelf-motivated

Required

Organized, detail-oriented and excellent time management skills
Strong sales, leadership and communication skills
Ability to work in a team based environment
Highly self-motivated and self-disciplined
Relationship building and networking abilities
Ability to commute to San Antonio, TX 78230 (Required)
Ability to relocate to San Antonio, TX 78230 before starting work (Required)

Preferred

FINRA Series 6/63, Series 7 not required
College Degree preferred
Sales experience preferred
Life & Health Insurance License not required (company will pay for sponsorship)
Previous Insurance sales industry experience not required
Financial Industry background a plus
Bilingual English/Spanish a plus but not required

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Craig DeSanto
CEO
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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Company data provided by crunchbase