Personal Financial Professional

3 weeks ago


San Jose, United States New York Life Insurance Company - Santa Clara General Office Full time
Job DescriptionJob 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

Compensation:

$107,500+ at plan commission

Responsibilities:
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating 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
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Serve as a collaborative team player willing to further development through continued training opportunities
Qualifications:
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus

  • 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).
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



  • San Jose, United States New York Life Insurance Company Full time

    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...


  • San Jose, United States New York Life Insurance Company Full time

    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,...


  • San Jose, United States New York Life Full time

    **Are** **you** **a** **leader** **who** **has** **the** **following** **traits?**: - Competitive - Entrepreneurial - Coachable - Communicative - Self-disciplined - Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a...


  • San Jose, 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...


  • San Jose, 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...

  • Financial Professional

    2 months ago


    San Jose, 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...

  • Financial Professional

    2 months ago


    San Jose, 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...


  • San Francisco, United States Global Financial Impact Full time

    **About the job**: Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial...


  • San Jose, United States New York Life Full time

    At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the...


  • San Jose, United States New York Life Full time

    New York Life - Silicon Valley - We’re looking for experienced financial professionals to join our team dependable team.Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re...


  • San Jose, United States New York Life Full time

    New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds. Unlike most careers, being a Financial Professional will not leave...


  • San Carlos, United States Global Financial Impact - Lisa Matthews Full time

    Job Description Job Description We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or...


  • San Diego, United States Global Financial Impact - Lisa Matthews Full time

    Job Description Job Description We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or...


  • San Antonio, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...


  • San Jose, United States Northwestern Mutual Full time

    Financial Advisor - "Choose a Career That Lets You Live Life Differently!"Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 160 years. NM has a proven track record of financial success.By joining our team, you'll have access to the...


  • San Jose, United States Northwestern Mutual Full time

    Financial Advisor - "Choose a Career That Lets You Live Life Differently!"Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 160 years. NM has a proven track record of financial success.By joining our team, you'll have access to the...


  • San Diego, United States US Commander, Navy Installations Full time

    **Duties**: - Develops and updates professional and current curriculum lesson plans and presents General Military Training (GMT), seminars, workshops and classes in varying lengths to address FFSC services in general, Transition Assistance Program (TAP), Family Employment Readiness Program (FERP), Personal Financial Management (PFM), and Ombudsman...

  • Financial Advisor

    1 month ago


    San Jose, United States New York Life Full time

    New York Life - Insurance Agent with New York Life Insurance CompanyThe fundamental foundation of a New York Life Insurance Agent’s role is built client by client.Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable,...

  • Financial Analyst

    1 day ago


    San Jose, United States BrightSign Full time

    We are seeking an experienced Financial Analyst with 1-3 years of relevant experience to join our team in a remote capacity. The ideal candidate will possess strong analytical skills, financial acumen, and the ability to provide actionable insights to support strategic decision-making. Reporting to our Head of Financial Planning and Business Intelligence,...


  • San Jose, United States New York Life Full time

    **Join our dependable team.** As an Insurance Agent with New York Life, you will help clients achieve their financial goals, while building a great career for yourself in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. That is no easy...