New York Life Insurance Company - Santa Clara General Office
Financial Advisor
New York Life Insurance Company - Santa Clara General Office, San Jose, California, United States, 95199
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!
Responsibilities
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
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Valid FINRA Series 7 & 63/66 preferred but not required
Requires a Bachelor’s degree in business administration, finance, or other related field
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all 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)
Compensation $107,500+ per year at plan commission
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Responsibilities
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
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Valid FINRA Series 7 & 63/66 preferred but not required
Requires a Bachelor’s degree in business administration, finance, or other related field
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all 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)
Compensation $107,500+ per year at plan commission
#J-18808-Ljbffr