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Financial Representative
Location:
San Jose, CA
Description:
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • 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• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects• Serve as a collaborative team player willing to further development through continued training opportunities• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Qualifications: • 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• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed• Requires a Bachelor’s degree in business administration, finance, or other related field• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients• 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). Compensation: $107,500+ at plan commission 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
Company:
New York Life Insurance Company
Posted:
April 14 on WizeHire
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More About this Listing: Financial Representative
Financial Representative is a Accounting & Finance Financial Service Representative Job at New York Life Insurance Company located in San Jose CA. Find other listings like Financial Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.
Financial Representative is a Accounting & Finance Financial Service Representative Job at New York Life Insurance Company located in San Jose CA. Find other listings like Financial Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.