2 Experienced Financial Professional Jobs in West Covina, CA
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New York Life Covina Valley General Office is Hiring an Experienced Financial Professional Near West Covina, CA
Hybrid Remote - Training at San Dimas, CA
Experienced Financial Professional - Financial Advisor Career Path
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. As an Experienced Financial Professional with New York Life, you will help clients develop a long-term financial strategy to achieve their financial goals using an array of insurance and financial products and services, including life insurance, annuities, and mutual funds[1]. You will be able to build your practice and help those in your community prepare for their financial futures.
We offer:
- Opportunities for growing compensation and significant income potential.
- Competitive benefits[2] include but are not limited to Health/Life/Disability/Dental/Vision insurance, 401k, and retirement pension plan[3].
- NYLIC-University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path.
- A variety of quality products, including life insurance, annuities, long-term care insurance, disability insurance, and investment products[1].
- Online platforms with digital tools for work assistance, marketing support, and client services.
- Highly trained teams and experienced product consultants to support your business growth.
- New York Life’s Professional Alliance Program, helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions (subject to contract details) on client referrals that lead to sales.
- The Advanced Planning Group assists with large and complex client case design and support, Eagle Strategies LLC, a registered investment adviser and New York Life company for qualifying agents to affiliate as Financial Advisors who are already Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly skilled divisions providing advanced and specialized markets support.
- Committed managers who don’t sell; instead, they’re dedicated to helping you succeed.
[1] Investment products and services are offered by properly licensed Registered Representatives through NYLIFE Securities LLC, a member of FINRA and SIPC, a Licensed Insurance Agency and a New York Life company.
[2] Specific terms, such as eligibility and benefits, are determined under the terms of the relevant plan documents. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
[3] Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.
* New York Life ranks 72 on the prestigious Fortune 500 list for 2022 based on revenue of the prior year. Source: Fortune magazine May 2022
** New York Life Insurance Company (NYLIC) is a mutual insurance company, which means it is not publicly traded and has no shareholders. References to ownership refer to NYLIC's policy owners who purchase its participating products. These policy owners share certain membership rights, such as voting in the board of directors elections and being eligible to share in annual dividends that are declared by the board. NYLIC is also the parent company of two other wholly owned life insurance subsidiaries. Policies issued by these subsidiaries are not participating and do not share in these rights.
Job Summary
Full Time
$100k-121k (estimate)
03/03/2024
04/24/2024
The job skills required for Experienced Financial Professional include Products and Services, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be an Experienced Financial Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Experienced Financial Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Experienced Financial Professional positions, which can be used as a reference in future career path planning. As an Experienced Financial Professional, it can be promoted into senior positions as a Financial Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Experienced Financial Professional. You can explore the career advancement for an Experienced Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
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A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
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A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Financial advisors may run their own firm or they might be part of a larger office or bank.
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A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
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To become a financial advisor, one first needs to complete a bachelor's degree.
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To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
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Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
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Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
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Step 3: View the best colleges and universities for Financial Professional.
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