Are you driven to make a real difference in people's financial lives? New York Life Insurance Company – Santa Clara General Office is growing and looking for a motivated Financial Advisor to join our team. This is an entry-level opportunity with strong mentorship, ongoing training, and a clear path for advancement within one of the most trusted names in the industry. You will help clients plan for retirement, manage investments, protect their families, and achieve long-term financial security. We welcome both recent graduates and career changers with strong analytical skills and a passion for client service. What we offer: a collaborative diverse team culture, structured training programs, competitive commission-based earnings starting at $107,500+, and the backing of a 175-year-old Fortune 100 company. If you are ready to build a meaningful career in financial services, we want to hear from you. Responsibilities: • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a collaborative team player willing to further development through continued training opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • A required Bachelor’s degree in business administration, finance, or similarly related field • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Must be authorized to work in the US — candidates must hold a US passport, green card, or regular renewable EAD. Note: We are unable to sponsor or contract with F1 Visa (OPT/CPT) holders at this time. Compensation: $107,500+ annually at plan commission

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