Talent.com
Entry-Level Financial Advisor
Entry-Level Financial AdvisorNew York Life - Tim Choi • Los Angeles, CA, US
serp_jobs.error_messages.no_longer_accepting
Entry-Level Financial Advisor

Entry-Level Financial Advisor

New York Life - Tim Choi • Los Angeles, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Our 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 currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.

Training, Support, and Professional Development : New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life : New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies : A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA / SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M / F / D / V

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source : Individual Third Party Ratings Reports as of 7 / 30 / 18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE : MDRT as of 7 / 1 / 2019

4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance : Life, Health (Mutual),” Fortune magazine, 6 / 1 / 19. For methodology, please see http : / / fortune.com / fortune500 /

Compensation :

$100,000 at plan earnings

Responsibilities :

  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives

Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor

Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations

Qualifications :

  • Required to effectively network to identify potential new clients
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
  • Relationship management skills are required
  • About Company

    New York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

    serp_jobs.job_alerts.create_a_job

    Financial Advisor • Los Angeles, CA, US

    Job_description.internal_linking.related_jobs
    Financial Advisor 2695

    Financial Advisor 2695

    New York Life • Glendale, California, United States
    serp_jobs.job_card.full_time
    Financial Professionals help clients identify and achieve their financial goals.We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financia...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Entry-Level Currency Trader Job in Long Beach, CA | Full Time

    Remote Entry-Level Currency Trader Job in Long Beach, CA | Full Time

    Maverick Currencies • Long Beach, CA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce • 90076 Los Angeles, CA, US
    serp_jobs.job_card.full_time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Entry Level Sales Representative

    Entry Level Sales Representative

    Premium Merchant Funding • Century City, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    About Premium Merchant Funding.We’re not your typical finance company.We’re a fast-growing, energetic team located in Century City committed to helping small and medium-sized businesses succeed.Pre...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Entry-Level Administrator / Career Training / Operations - Office Based

    Entry-Level Administrator / Career Training / Operations - Office Based

    HigherUp HCM • Los Angeles, CA, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Are you self-motivated? Do you want to work for a.Are you looking for a starting position where you have.PTO), training for career advancement, and company birthday lunches.If this sounds like the ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Financial Advisor

    Financial Advisor

    Cathay Bank - Headquarters • Los Angeles, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Bank of Montreal • Culver, California, USA
    serp_jobs.job_card.full_time +1
    Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 90017 Los Angeles, CA, US
    serp_jobs.job_card.full_time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    CS / Sales Agent - Entry Level & REMOTE, work by Appointments

    CS / Sales Agent - Entry Level & REMOTE, work by Appointments

    Global Elite • Long Beach, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    CS / Sales Agent - Entry Level & Remote, Work By Appointments.With consistent growth year over year, we're looking to add more talented individuals to our rapidly growing company.This career allows y...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Entry-Level Sales Representative

    Entry-Level Sales Representative

    Alphabe Insight Inc • Los Angeles, California, USA
    serp_jobs.job_card.full_time
    Entry-Level Sales Representative.This role is designed for individuals who are eager to develop strong communication skills build client relationships and contribute to achieving sales goals.You wi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Burbank, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Entry Level Financial Services

    Entry Level Financial Services

    Primerica - Winchester, CA • Los Angeles, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Our office is now seeking hardworking individuals who are ready to put in the work, with great attitudes, and a willingness to learn about financial services!. Training bonus Sponsored license...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Entry-Level Real Estate Agent (Investment Sales)

    Entry-Level Real Estate Agent (Investment Sales)

    Story Homes Inc. • Los Angeles, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Write Your Next Chapter with Story Homes.At Story Homes, we don’t just do real estate—we create opportunities.Our agents are the heart of the operation—helping homeowners move on, helping investors...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Remote Entry-Level Currency Trader

    Remote Entry-Level Currency Trader

    Maverick Currencies • Long Beach, CA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Entry Level Sales - Training Provided

    Remote Entry Level Sales - Training Provided

    Reid Agency • Santa Monica, CA, us
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Remote Entry Level Sales - Training Provided.Join our dynamic team in the financial services industry as a Remote Entry Level Sales professional. This role is designed for individuals eager to start...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Entry Level Real Estate Agent - Coldwell Banker

    Entry Level Real Estate Agent - Coldwell Banker

    Coldwell Banker • Long Beach, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Searching for Real Estate Agents in Long Beach , California – New or Experienced!.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Long Bea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Remote Financial Representative- Entry Level

    Remote Financial Representative- Entry Level

    Unlock Potential 360 • Burbank, CA, us
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +2
    serp_jobs.filters_job_card.quick_apply
    LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help you succeed in a perf...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL Financial • Los Angeles, CA, US
    serp_jobs.job_card.full_time
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted