New York Life
Financial Advisor - Career Transition
San Antonio, TX · Full-time
Sponsorship not specifiedDetected 6 days ago
SalesLeadershipMentoring
About the role
- For over 180 years, New York Life has helped individuals, families, and businesses navigate life's financial decisions through changing markets and generations.
- You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².
Responsibilities
- Financial Support: Training subsidy available for eligible candidates during early stages Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
- This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.
- After two years of training, our agents become independent career agents and run their own businesses.
- Build a career that's designed to last.
- As a Financial Professional, you'll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.
Requirements
- requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training.
- Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions-or pursue leadership opportunities.
Benefits
- Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
Company info
- As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors.
- We are focused on the long-term success of our clients.
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This listing is sourced directly from New York Life's careers page and normalized into a canonical job model.