Financial Advisor

New York Life Insurance Company - Greater San Jose General Office; San Jose (CA); On-site; USD 107,000 - 130,000; Full time

Job summary

New York Life Insurance Company - Greater San Jose General Office is seeking a driven financial advisor to help clients identify and pursue their financial goals through comprehensive planning in retirement, investments, estate, and risk management.

The ideal candidate holds a Bachelor's degree in business administration, finance, or related field, with comfort using Microsoft Office, Google Suite, CRM systems, and planning software.

Qualifications

• Bachelor's degree in business administration, finance, or related field
• Basic knowledge of Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs
• Basic understanding of the role of a financial advisor or financial consultant, and interest in the financial industry and products
• FINRA SIE, 7, 63/66 preferred but not required

Responsibilities

• Gather and assess client financial information to determine status, cash flow, goals, and wealth factors
• Make strategic product, plan, and investment recommendations to help clients reach goals
• Be coachable and organized, pursuing training and educational opportunities
• Customize financial plans based on client circumstances, life stage, and needs
• Serve as a trusted advisor for new clients acquired proactively

Skills

Math skills

Communication skills

Relationship skills

Education

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

Tools

Microsoft Office

Financial planning software

Google Suite

CRM systems

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill a position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit,

Responsibilities

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• A required Bachelor's degree in business administration, finance, or similarly related field
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Valid FINRA series SIE, 7, 63/66 preferred but not required
• Compensation: $118,500+ annually at plan commission

Compensation

• $118,500 per year