Associate Financial Advisor

New York Life Insurance Company - Santa Clara General Office
• San Jose , CA , US

Posted 2 days ago

Description

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

• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• 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
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

• 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)
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

$107,500+ at plan commission

About New York Life Insurance Company - Santa Clara General Office

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose: to be there when our policy owners need us.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. New York Life 51 Madison Ave, New York, NY