Financial Consultant Job at New York Life Insurance Company - Santa Clara General Office, San Jose, CA

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  • New York Life Insurance Company - Santa Clara General Office
  • San Jose, CA

Job Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level 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, start the application process today! Responsibilities:

  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • 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
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications:
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Candidate is required to hold either a US passport, a green card or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)
About Company: New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY

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