Associate Financial Professional

WizeHire, Inc; San Jose; On-site; PHP 400,000 - 600,000; Full time

Job summary

A financial services firm is seeking an entry-level financial advisor to develop client relationships and provide personalized financial plans. Candidates should possess a relevant Bachelor's degree and strong communication skills. The role offers a commission-based compensation starting at $107,500+. Training opportunities are available, and applicants must be authorized to work in the US.

Qualifications

• Candidate must hold a US passport, green card, or renewable EAD.
• Working knowledge of financial products and the financial industry is essential.
• Valid FINRA Series 7 & 63/66 preferred but not required.

Responsibilities

• Provide strategic recommendations for financial goals.
• Customize financial plans based on client circumstances.
• Compile financial profiles for sound advice.

Skills

Listening skills

Communication skills

Analytical skills

Math skills

Education

Bachelor’s degree in business administration, finance, or related field

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

Job description

Overview

New York Life Insurance Company - Santa Clara General Office • San Jose , CA , US

Posted 2 days ago

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

• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Be a coachable, organized team member interested in pursuing training development and educational 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
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

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)
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Valid FINRA Series 7 & 63/66 preferred but not required
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Compensation

$107,500+ at plan commission

About New York Life Insurance Company - Santa Clara General Office

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