Financial Advisor

WizeHire, Inc; Newport Beach (CA); On-site; USD 120,000; Full time

Job summary

A prominent financial services firm in Newport Beach, CA, is seeking a financial professional. You will assist clients in navigating financial challenges and present solutions like life insurance and investment products. Strong communication skills and a California Life & Health License are preferred. This position offers an attractive compensation package of $120,000 plus bonuses.

Qualifications

• Strong communication skills and the ability to build relationships are crucial attributes required for this position.
• California Life & Health License (sponsored upon hiring).
• Securities Licensing (sponsored upon hiring).
• Applicants must have U.S. work authorization to apply for this opportunity.

Responsibilities

• Make a significant impact on the financial well-being of individuals, families, and small businesses.
• Assist clients by providing peace of mind while guiding them through financial obstacles.
• Present a variety of financial products and solutions to help clients reach their financial objectives.
• Develop expertise and specialize in different areas while working as a financial advisor.
• Leverage digital tools to effectively manage day-to-day operations and attract clients.

Skills

Strong communication skills

Relationship building

Education

Bachelor's degree preferred

Job description

Overview

New York Life Insurance - Southern California • Newport Beach, CA, US

Posted 3 days ago

Description

Do you embody the following traits?

• Competitive
• Creative
• Receptive to feedback
• Exceptional communicator

If you resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York Life presents you with the opportunity to craft your career journey.

As a member of a prominent Fortune 100 company in the financial industry, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills. Supported by a dedicated team for development and sales assistance, New York Life is devoted to fostering your achievements.

$120,000 + signing bonus + quarterly incentives

Responsibilities

• Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country.
• Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings.
• Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives.
• Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor.
• Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients in Tucson, AZ.

Qualifications

• Bachelor's degree preferred but not required.
• Strong communication skills and the ability to build relationships are crucial attributes required for this position.
• California Life & Health License (sponsored upon hiring).
• Securities Licensing (sponsored upon hiring).
• Applicants must have U.S. work Authorization to apply for this opportunity.

Compensation

$120,000 + bonus

About New York Life Insurance - Southern California

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

We're proud to be recognized by the following organizations

• Fortune 2024: World's Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America's Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women