About this role
Financial Planner Trainee - Career Transition at New York Life. Location: San Antonio, Texas, United States. Role: building relationships, developing clients, offering solutions Requirements: Self-motivated, strong communicator, coachable, and interested in long-term sales and learning; willing to pursue required insurance and securities licenses and build a client base through networking and prospecting. Category: Sales Seniority: Entry Level Certifications: finra general securities, agent state law, investment advisory Commitment: Full Time Workplace: Onsite Languages: English