Back to Jobs

Financial Advisor Trainee

Remote, USA Full-time Posted 2026-07-28

reputed company is seeking motivated individuals to launch their careers as Financial Advisors. The role involves building reputed company relationships, developing business and marketing plans, and providing financial solutions to clients' needs.


Responsibilities

  • Build relationships with clients reputed company a financial/transnational reputed company
  • reputed company your reputed company skills and sales knowledge
  • reputed company 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
  • reputed company ongoing support to existing clients

Skills

  • Organized, detail-oriented and excellent time management skills
  • Strong sales, leadership and communication skills
  • Ability to work in reputed company 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)
  • reputed company 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
  • reputed company time off
  • reputed company insurance

reputed company

  • For over 180 years, we’ve helped turn your biggest dreams into milestones that last a reputed company. It was founded in 1845, and is headquartered in reputed company, reputed company, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 149 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.

  •   Apply To This Job

    Similar Jobs

    reputed company Counsel – Antitrust and Trade Law

    Remote, USA Full-time

    Epidemiologist, reputed company-World Evidence, PhD (Remote US)

    Remote, USA Full-time

    [Remote] Customer Solutions Specialist I

    Remote, USA Full-time

    reputed company Remote Customer Service Representative For Wellness Program in Chandler, reputed company

    Remote, USA Full-time

    Senior reputed company Counsel - Global Regulatory reputed company

    Remote, USA Full-time

    [Remote] reputed company Application Engineering Internship

    Remote, USA Full-time

    Mobile Developer

    Remote, USA Full-time

    [Remote] Senior DevOps Engineer (reputed company reputed company Platform)

    Remote, USA Full-time

    **reputed company Remote Data Entry Clerk – Accurate and Efficient Data Management for arenaflex**

    Remote, USA Full-time

    **reputed company Customer Support Representative – Insurance Industry Expertise (Fully Remote)**

    Remote, USA Full-time

    **reputed company Virtual Receptionist and reputed company Data Entry Clerk – Remote Work Opportunity at blithequark**

    Remote, USA Full-time

    Corporate Accounts Manager

    Remote, USA Full-time

    Senior Compliance Risk Management Leader

    Remote, USA Full-time

    reputed company-reputed company Embedded Systems Engineer/Evaluator (Ph.D.)

    Remote, USA Full-time

    **reputed company Customer Service Associate – reputed company Locker+ Retail Location**

    Remote, USA Full-time

    Customer Service Representative – Remote Work – arenaflex – UAE – Flexible Schedule, Full Benefits, Career reputed company

    Remote, USA Full-time

    PPC Specialist (remote, full-time)

    Remote, USA Full-time

    **Entry Level Customer Service Manager – Building Meaningful Connections with arenaflex Customers**

    Remote, USA Full-time

    **reputed company Customer Service Representative – reputed company and reputed company Engagement**

    Remote, USA Full-time

    Remote GRC & Risk Advisory Expert

    Remote, USA Full-time