Financial Professional

1 week ago


San Jose CA United States New York Life Insurance Company Full time
Company Description

New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life Foundation. We value development, career growth, collaboration, innovation, and diversity & inclusion.

Role Description

This is a full-time on-site role as a Financial Professional at New York Life Insurance Company located in San Jose, CA. As a Financial Professional, you will be responsible for day-to-day tasks in financial planning, financial reporting, and communication. You will utilize your analytical skills and finance expertise to provide valuable insights and recommendations to clients.

Qualifications
  • Financial Planning and Finance skills
  • Analytical Skills
  • Financial Reporting skills
  • Excellent written and verbal communication skills
  • Strong attention to detail
  • Ability to work effectively in a team
  • Experience in the insurance or financial services industry is a plus
  • Bachelor's degree in Finance, Economics, or related field


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