Financial Professional

Company Description

For over 180 years, New York Life Insurance Company has been dedicated to helping individuals achieve their aspirations and secure their futures through insurance, investments, retirement, and advisory services. As a mutual company, we uphold values of transparency, objectivity, and integrity, while fostering community improvement through our culture of giving and volunteerism. Our commitment to career development, innovation, and diversity allows employees to grow personally and professionally.

New York Life is an Equal Opportunity Employer, supporting individuals regardless of gender identity, sexual orientation, veteran status, or disability. Advisory services and investments are offered through NYLIFE Securities LLC and Eagle Strategies LLC, subsidiaries of New York Life.

This is a full-time, on-site role as a Financial Professional based in San Jose, CA. Responsibilities include providing personalized financial planning services, developing comprehensive financial strategies, analyzing clients' financial needs, and offering suitable solutions. The role involves preparing detailed financial reports, engaging with clients to ensure their financial objectives are met, and fostering long-term client relationships. This role is ideal for individuals passionate about helping others achieve their financial goals while maintaining a professional and collaborative approach.

• Proven expertise in Financial Planning and Finance
• Strong Analytical Skills and proficiency in Financial Reporting
• Excellent Communication skills, both verbal and written
• Ability to build and maintain client relationships through trust and transparency
• Bachelor’s degree in finance, business, or a related field
• Relevant certifications such as CFP® (Certified Financial Planner) or equivalent are a plus
• Familiarity with regulatory requirements in financial services is beneficial