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    Personal Financial Professional - San Jose, United States - New York Life Insurance Company - Santa Clara General Office

    New York Life Insurance Company - Santa Clara General Office
    New York Life Insurance Company - Santa Clara General Office San Jose, United States

    3 weeks ago

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    Description

    Job Description

    Job 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

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