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Professional Financial Services Rep

New York Life Insurance Company - Santa Clara General Office

Professional Financial Services Rep

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: Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Embrace the role of a structured yet coachable team player open to continued education and training from other team members 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 Qualifications: Up-to-date FINRA Series 7 & 63/66 documents are a bonus Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired A Bachelor’s degree in finance, business administration, or alternate related analytical field is required Compensation: $81,000+ at plan commission