Financial Advisor

2 weeks ago


San Jose, California, United States New York Life Insurance Company Full time
Financial Advisor at New York Life Insurance Company

New York Life Insurance Company, a leader in the financial services sector with a legacy spanning over 175 years, is dedicated to fostering transparency, integrity, and a positive influence within communities. The organization prioritizes growth, innovation, and a commitment to diversity and inclusion.

Position Overview:

This full-time, on-site position focuses on financial advisory, reporting, and effective communication. The Financial Advisor will leverage analytical capabilities and financial knowledge to deliver insightful recommendations and strategies to clients.

Key Qualifications:
  • Expertise in Financial Planning and Investment Strategies
  • Strong Analytical Abilities
  • Proficiency in Financial Reporting
  • Exceptional Written and Verbal Communication Skills
  • Meticulous Attention to Detail
  • Collaborative Team Player
  • Experience in the insurance or financial services field is advantageous
  • Bachelor's degree in Finance, Economics, or a related discipline

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