Financial Advisor
Job Description
Job Description
We are seeking an eager, strategic, and definitive financial advisor to fill a position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:
$118,500+ annually at plan commission
Responsibilities:
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications:
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Valid FINRA series SIE, 7, 63/66 preferred but not required
About Company
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
550 S. Winchester Blvd., Suite 405, San Jose, CA 95128
25 Metro Drive, Suite 300, San Jose, CA 95110