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New York Life Insurance Company - Santa Clara General Office

Growth-Focused Financial Advisor | Client Wealth Planning

New York Life Insurance Company - Santa Clara General Office, San Jose, California, United States, 95199

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A financial services firm in San Jose is seeking an entry-level financial advisor to assist clients in achieving their monetary goals. The ideal candidate will possess excellent communication and math skills and be eager to learn about wealth management. Responsibilities include determining financial status, supporting clients on their financial journeys, and building strong relationships. Candidates should have a bachelor's degree and a working knowledge of financial products. Compensation starts at $107,500+ annually based on commission. #J-18808-Ljbffr