Talent.com
Financial Professional

Financial Professional

New York Life Insurance Company - Santa Clara General OfficeSan Jose, CA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation :

107,500+ at plan commission

Responsibilities :

  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications :

  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Up-to-date FINRA Series 7 & 63 / 66 documents are a bonus
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • 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)

    • 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

    serp_jobs.job_alerts.create_a_job

    Financial Professional • San Jose, CA, US