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Financial Planning Consultant

New York Life Insurance Company - Santa Clara General Office

Financial Planning Consultant

San Jose, CA
Paid
  • Responsibilities

    Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: 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 Embrace the role of a structured yet coachable team player open to continued education and training from other team members 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 Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Qualifications: Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients 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 Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Compensation: $81,000+ at plan commission