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New York Life Insurance Company

Personal Financial Representative

New York Life Insurance Company, San Jose, California, United States, 95199

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Overview

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! Compensation:

$107,500+ at plan commission Responsibilities

Help clients identify and achieve financial goals through planning services Develop and implement financial plans covering risk management, estate planning, debt and investment management Advise on real estate, retirement planning, mutual funds, and investment options Deliver excellent client service and maintain strong client relationships Qualifications

Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Location: San Jose, CA

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