New York Life Insurance Company - Santa Clara General Office
Associate Financial Professional
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 our 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:
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.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.Embrace the role of a structured yet coachable team player open to continued education and training from other team members.Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.Qualifications:
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.A required Bachelor’s degree in business administration, finance, or similarly related field.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+ at plan commission
#J-18808-Ljbffr
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.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.Embrace the role of a structured yet coachable team player open to continued education and training from other team members.Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.Qualifications:
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.A required Bachelor’s degree in business administration, finance, or similarly related field.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+ at plan commission
#J-18808-Ljbffr