Financial Advisor

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

Posted 5 years ago

Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

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

Must be authorized to work in the US — candidates must hold a US passport, green card, or regular renewable EAD. Note: We are unable to sponsor or contract with F1 Visa (OPT/CPT) holders at this time.
Bilingual in English and Korean is preferred

Valid FINRA Series 7 & 63/66 preferred but not required
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

Compensation

$118,500/year

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

550 S. Winchester Blvd., Suite 405, San Jose, CA 95128

25 Metro Drive, Suite 300, San Jose, CA 95110