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Financial Advisor

2 months ago

newport beach, United States New York Life Full time

Summary:

Join a leading team at the top financial firm in the country. We are looking for a few new associates to join our team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to Senior Wealth Management or a position in Executive Management.


Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking people with a strong entrepreneurial mindset, the mentality of a business-owner, and the desire to earn six-figure income yearly.


Some of our most successful advisors transitioned from completely different roles like Teachers, Coaches, and Military. People with a background in Mortgage or Tax also do extremely well in this role. Sales Experience can be beneficial as long as you're not aggressive. We pride ourselves on retaining client relationships for life.


Compensation Package:

  • W-2 Position with Full Corporate Benefits
  • Training Allowance and Activity Stipend
  • Commissions and Residuals
  • Bonuses Paid Throughout The Year
  • Pension (Vested after 5 years)


Requirements:

  • Resident of Southern California (Orange County)
  • Previous Experience in Sales, Management, or Financial Services
  • College Degree (Bachelors)
  • Great Communication Skills (Written and Spoken)
  • Professional Attitude
  • Pleasant Demeanor
  • Computer Savvy
  • Networking Skills
  • Financial Literacy
  • Pass a Background Check


*Investments offered through NYLIFE Securities LLC (Member FINRA/SIPC),

A Licensed Insurance Agency and a New York Life Company