Financial Professional

3 weeks ago


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

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level 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

Responsibilities

•Serve as a collaborative team player willing to further development through continued training opportunities
•Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations

Qualifications

•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)
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•Up-to-date FINRA Series 7 & 63/66 documents are a bonus
•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required
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