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Financial Professional
Location:
San Jose, CA
Description:
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential• Up-to-date FINRA Series 7 & 63/66 documents are a bonus• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required• Candidate is required to hold either a US passport, a green card or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT) Compensation: $107,500+ at plan commission About Company: New York Life’s 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. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY
Company:
New York Life Insurance Company
Posted:
July 6 on WizeHire
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More About this Listing: Financial Professional
Financial Professional is a Real estate Financial Professional Job at New York Life Insurance Company located in San Jose CA. Find other listings like Financial Professional by searching Oodle for Real estate Financial Professional Jobs.
Financial Professional is a Real estate Financial Professional Job at New York Life Insurance Company located in San Jose CA. Find other listings like Financial Professional by searching Oodle for Real estate Financial Professional Jobs.