Financial Advisor & Trusted Planner for Growth

New York Life - Roseville; Sacramento (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

New York Life in Sacramento is seeking a self-motivated, driven professional with integrity to help clients achieve their long-term financial goals. Training, support, and development are provided as part of a three-year program in collaboration with established agents and managers.

Compensation ranges from $85,000 to $125,000 per year, with a focus on building a durable client base and providing comprehensive financial strategies.

Qualifications

• Strong relationship management skills are required to build long-term client partnerships.
• Uncompromising integrity and the ability to communicate complex ideas clearly are essential.
• Effective networking to identify potential new clients is necessary for success in this role.
• Must be located in the Greater Sacramento Region (Northern California) to be considered.

Responsibilities

• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives.
• Work with each client to collect personal financial information including status, cash flow, and documentation in our CRM.
• Develop and implement tailored financial plans using our services while considering each client’s financial needs.
• Identify, seek out, and generate prospects using social media or other marketing tools and build relationships with new clients.
• Assist clients with decisions related to life insurance, mutual funds, and other financial products and services.

Skills

Relationship management

Integrity

Networking

Job description

New York Life in Sacramento is seeking a self-motivated, driven professional with integrity to help clients achieve their long-term financial goals. Training, support, and development are provided as part of a three-year program in collaboration with established agents and managers.

Compensation ranges from $85,000 to $125,000 per year, with a focus on building a durable client base and providing comprehensive financial strategies.